Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST POINT INC | COMMON STOCK | 1351 | $1,021,073 | 16,146 | 0.00 | 0.00 | 1,851 | 12.95 | 03-31-2024 |
IFP ADVISORS INC | cs | 1352 | $826,278 | 16,061 | 0.00 | 0.00 | -8,460 | -34.50 | 12-31-2023 |
CENTRAL ASSET INVESTMENTS & MANAGEMENT HOLDINGS (HK) LTD | COM NEW | 1353 | $1,011,840 | 16,000 | 0.00 | 16,000 | +Inf | 03-31-2024 | |
ZUCKERMAN INVESTMENT GROUP LLC | COM NEW | 1354 | $1,011,840 | 16,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |