Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KULA INVESTMENTS LLC | COM | 1151 | $248,573 | 2,220 | 0.00 | 2,220 | +Inf | 03-31-2023 | |
OXFORD FINANCIAL GROUP LTD LLC | COM | 1152 | $345,649 | 2,209 | 0.00 | 0.00 | -87 | -3.79 | 03-31-2024 |
WEALTHSOURCE PARTNERS LLC | COM | 1153 | $247,230 | 2,208 | 0.00 | 2,208 | +Inf | 03-31-2023 | |
FNY INVESTMENT ADVISERS LLC | COM | 1154 | $313,000 | 2,200 | 0.35 | 2,200 | +Inf | 12-31-2023 |