Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MORTON BROWN FAMILY WEALTH LLC | Stock | 4001 | $8,575 | 487 | 0.00 | 0.00 | 106 | 27.82 | 03-31-2024 |
HARVEST FUND MANAGEMENT CO LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.03 | -5,673 | -92.23 | 03-31-2024 |
COWEN PRIME SERVICES LLC | Stock | 4003 | $14,000 | 473 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2021 |
ORION CAPITAL MANAGEMENT LLC | COM | 4004 | $8,061 | 458 | 0.00 | 458 | +Inf | 03-31-2024 |