Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FNY INVESTMENT ADVISERS LLC | COM | 351 | $100,000 | 5,600 | 0.11 | 0.06 | 0 | 0.00 | 12-31-2023 |
ICA GROUP WEALTH MANAGEMENT LLC | MF Closed and MF Open | 352 | $66,952 | 3,471 | 0.00 | 3,471 | +Inf | 03-31-2024 | |
BOGART WEALTH LLC | CEF | 353 | $64,699 | 3,354 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WFA OF SAN DIEGO LLC | SHS | 354 | $56,990 | 3,298 | 0.00 | 3,298 | +Inf | 09-30-2023 |