Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYNTAX RESEARCH INC | COM | 601 | $5,410 | 200 | 0.00 | 200 | +Inf | 12-31-2023 | |
SOUND INCOME STRATEGIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 03-31-2024 | |
BENJAMIN F EDWARDS & COMPANY INC | COM | 603 | $4,000 | 200 | 0.00 | 0.00 | -176 | -46.81 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | 604 | $5,329 | 197 | 0.00 | 197 | +Inf | 12-31-2023 |