Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LGT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -83 | -5.27 | 12-31-2023 |
APOLLON WEALTH MANAGEMENT LLC | COM | Liquidated | $227,762 | 1,492 | 0.00 | 0.00 | 1,492 | +Inf | 03-31-2024 |
INSIGNEO ADVISORY SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,485 | +Inf | 03-31-2024 | |
SINGLE POINT PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.28 | 1,472 | +Inf | 12-31-2023 |