Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAFEGUARD FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.02 | 83 | +Inf | 12-31-2023 | |
LENOX WEALTH ADVISORS LLC | COM | 1552 | $25,000 | 79 | 0.00 | 0.00 | 6 | 8.22 | 03-31-2022 |
KNOTT DAVID M JR | Common | 1553 | $56,000 | 78 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
PARK PLACE CAPITAL CORP | Stock | 1554 | $55,525 | 77 | 0.00 | 0.00 | -25 | -24.51 | 03-31-2024 |