Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PALOMA PARTNERS MANAGEMENT CO | CALL | 1801 | $7,701 | 100 | 0.00 | 100 | +Inf | 06-30-2024 | |
PLANNING CAPITAL MANAGEMENT CORP | COM | 1802 | $7,470 | 97 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BOGART WEALTH LLC | Stock | 1803 | $7,008 | 91 | 0.00 | 0.00 | 10 | 12.35 | 06-30-2024 |
SOUND INCOME STRATEGIES LLC | COM | 1804 | $6,643 | 86 | 0.00 | 0.00 | 77 | 855.56 | 06-30-2024 |