Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 401 | $217,231 | 2,856 | 0.00 | 0.00 | -2,772 | -49.25 | 12-31-2023 |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 2,778 | +Inf | 03-31-2024 | |
SYON CAPITAL LLC | Stock | Liquidated | $0 | 0 | 0.00 | 2,768 | +Inf | 03-31-2024 | |
BRYN MAWR CAPITAL MANAGEMENT LLC | COM NEW | 404 | $209,165 | 2,750 | 0.00 | 2,750 | +Inf | 12-31-2023 |