Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMARTLEAF ASSET MANAGEMENT LLC | COM UT LTD PTN | 1451 | $110,895 | 6,918 | 0.00 | 6,918 | +Inf | 06-30-2024 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 1452 | $60,000 | 6,430 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2021 |
ALPHACORE CAPITAL LLC | COM UT LTD PTN | Liquidated | $0 | 0 | 0.00 | 6,308 | +Inf | 03-31-2024 | |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | Liquidated | $0 | 0 | 0.00 | 6,002 | +Inf | 06-30-2024 |