Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GABELLI & CO INVESTMENT ADVISERS INC | EQUITY | 151 | $38,985 | 34,500 | 0.00 | 34,500 | +Inf | 12-31-2022 | |
AM INVESTMENT STRATEGIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
CLARAPHI ADVISORY NETWORK LLC | COM | 153 | $164,000 | 31,438 | 0.05 | 0.04 | 0 | 0.00 | 03-31-2022 |
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP LLC | COM | 154 | $25,610 | 30,055 | 0.00 | 0.00 | 570 | 1.93 | 09-30-2023 |