Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNIFICANT WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 492,090 | +Inf | 03-31-2024 | |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | GLOBAL INCOME FUND INC COM | 2 | $1,788,000 | 329,347 | 0.01 | 0.00 | 307,044 | 1376.69 | 03-31-2024 |
SFI ADVISORS LLC | COM | 3 | $345,625 | 63,651 | 0.00 | 63,651 | +Inf | 03-31-2024 | |
NEWEDGE ADVISORS LLC | COM | 4 | $292,949 | 53,950 | 0.00 | 0.00 | -8,700 | -13.89 | 03-31-2024 |