Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SKYVIEW INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
IFP ADVISORS INC | cs | 902 | $12,688 | 800 | 0.00 | 0.00 | -27 | -3.26 | 12-31-2023 |
LIVE OAK INVESTMENT PARTNERS | COM | 903 | $10,720 | 800 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
LIFESTEPS FINANCIAL INC | ADR | 904 | $8,167 | 670 | 0.00 | 670 | +Inf | 03-31-2024 |