Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 401 | $11,789 | 211 | 0.00 | 0.00 | 4 | 1.93 | 12-31-2023 |
COVESTOR LTD | REIT | 402 | $13,000 | 208 | 0.01 | 0.01 | 47 | 29.19 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | COM | 403 | $11,780 | 208 | 0.00 | 208 | +Inf | 09-30-2022 | |
FINTRUST CAPITAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |