Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 451 | $50,048 | 12,089 | 0.00 | 0.00 | 1,261 | 11.65 | 12-31-2023 |
FREESTONE CAPITAL HOLDINGS LLC | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BULLTICK WEALTH MANAGEMENT LLC | ADR | 453 | $58,170 | 12,019 | 0.00 | 12,019 | +Inf | 03-31-2024 | |
SG AMERICAS SECURITIES LLC | COM | 454 | $58,000 | 12,009 | 0.00 | 12,009 | +Inf | 03-31-2024 |