Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LENOX WEALTH ADVISORS LLC | COM | 3951 | $85,000 | 1,818 | 0.01 | 0.01 | -620 | -25.43 | 03-31-2022 |
COWEN PRIME SERVICES LLC | Stock | 3952 | $101,000 | 1,800 | 0.04 | 0.04 | 0 | 0.00 | 06-30-2021 |
CUTLER GROUP LLC / CA | Put | 3953 | $9,000 | 1,800 | 0.00 | 0.00 | -103,800 | -98.30 | 03-31-2024 |
CHERRY TREE WEALTH MANAGEMENT LLC | COM | 3954 | $90,199 | 1,795 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |