Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | COM | 551 | $5,000 | 135 | 0.00 | 135 | +Inf | 06-30-2021 | |
IFP ADVISORS INC | cs | 552 | $6,199 | 123 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HARVEST FUND MANAGEMENT CO LTD | COM | 553 | $6,000 | 116 | 0.00 | 0.04 | -3,894 | -97.11 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 13 | 12.62 | 03-31-2024 |