Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLSTATE CORP | EQU | 1751 | $202,001 | 1,447 | 0.00 | 0.06 | -16,470 | -91.92 | 03-31-2023 |
ANGELES WEALTH MANAGEMENT LLC | COM | 1752 | $245,794 | 1,440 | 0.00 | 1,440 | +Inf | 03-31-2024 | |
NEXT FINANCIAL GROUP INC | COM | 1753 | $112,000 | 1,439 | 0.01 | 0.01 | -34 | -2.31 | 06-30-2021 |
LESTER MURRAY ANTMAN DBA SIMPLYRICH | COM | Liquidated | $245,000 | 1,435 | 0.08 | 1,435 | +Inf | 03-31-2024 |