Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGMA PLANNING CORP | COM | 1051 | $18,709,304 | 37,780 | 0.00 | 0.00 | -27,668 | -42.27 | 12-31-2023 |
BELPOINTE ASSET MANAGEMENT LLC | COM | 1052 | $34,005,537 | 37,634 | 0.00 | 0.00 | -212 | -0.56 | 03-31-2024 |
CHOREO LLC | COM | 1053 | $33,992,828 | 37,621 | 0.00 | 0.00 | -1,457 | -3.73 | 03-31-2024 |
CHICAGO PARTNERS INVESTMENT GROUP LLC | COM | 1054 | $30,967,865 | 37,572 | 0.00 | 0.00 | -1,614 | -4.12 | 03-31-2024 |