Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TSFG LLC | Common Stock | 1201 | $6,000 | 41 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COWEN PRIME ADVISORS LLC | Stock | 1202 | $4,172 | 40 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FINTRUST CAPITAL ADVISORS LLC | SHS | 1203 | $5,955 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WINCH ADVISORY SERVICES LLC | COM | 1204 | $5,142 | 40 | 0.00 | 40 | +Inf | 12-31-2023 |