Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONSOLIDATED PORTFOLIO REVIEW CORP | COM | 51 | $175,326 | 20,675 | 0.00 | 0.00 | 340 | 1.67 | 03-31-2024 |
LIDO ADVISORS LLC | COM | 52 | $171,228 | 20,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | COM | 53 | $158,364 | 19,870 | 0.00 | 19,870 | +Inf | 09-30-2022 | |
LLOYD PARK LLC | COM | 54 | $152,000 | 18,903 | 0.19 | 18,903 | +Inf | 09-30-2022 |