Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VESTCOR INC | COM | 901 | $275,000 | 4,619 | 0.01 | 0.01 | -33 | -0.71 | 03-31-2024 |
KINGSWOOD WEALTH ADVISORS LLC | COMMON STOCK | 902 | $274,942 | 4,617 | 0.00 | 0.00 | -153 | -3.21 | 03-31-2024 |
PINGORA PARTNERS LLC | COM | 903 | $273,930 | 4,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEDBUSH SECURITIES INC | COM | 904 | $270,000 | 4,541 | 0.01 | 0.01 | -1,465 | -24.39 | 12-31-2023 |