Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GELLER ADVISORS LLC | COM | 1751 | $3,187,673 | 4,351 | 0.00 | 0.00 | 3,198 | 277.36 | 03-31-2024 |
MODERN WEALTH MANAGEMENT LLC | COM | 1752 | $3,424,341 | 4,350 | 0.00 | 4,350 | +Inf | 03-31-2024 | |
CALDWELL SUTTER CAPITAL INC | NEW COM | 1753 | $3,185,737 | 4,348 | 0.00 | 0.00 | -641 | -12.85 | 03-31-2024 |
CENTAURUS FINANCIAL INC | COM | 1754 | $3,184,000 | 4,346 | 0.22 | 0.14 | 1,376 | 46.33 | 03-31-2024 |