Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARCHER INVESTMENT CORP | COM | 2551 | $3,990,694 | 8,218 | 0.00 | 8,218 | +Inf | 03-31-2024 | |
COPPERWYND FINANCIAL LLC | CL A | 2552 | $3,988,455 | 8,214 | 0.00 | 0.00 | 288 | 3.63 | 03-31-2024 |
ONE WEALTH ADVISORS LLC | CL A | 2553 | $3,985,664 | 8,208 | 0.00 | 0.00 | 934 | 12.84 | 03-31-2024 |
JEFFERIES FINANCIAL GROUP INC | CL A | 2554 | $3,972,045 | 8,180 | 0.00 | 0.00 | -356,399 | -97.76 | 03-31-2024 |