Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIPPICAN CAPITAL ADVISORS | COM | 1251 | $359,825 | 1,850 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SEACREST WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 158 | 9.45 | 03-31-2024 |
SIMPLICITY SOLUTIONS LLC | COM | 1253 | $340,894 | 1,828 | 0.00 | 0.00 | -2,222 | -54.86 | 12-31-2023 |
SIGMA PLANNING CORP | COM | 1254 | $339,774 | 1,822 | 0.00 | 0.00 | -1,389 | -43.26 | 12-31-2023 |