Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGMA PLANNING CORP | CL A | Liquidated | $0 | 0 | 0.00 | 4,177 | +Inf | 12-31-2023 | |
MIRACLE MILE ADVISORS LLC | CL A | 702 | $435,638 | 4,164 | 0.00 | 0.00 | -791 | -15.96 | 03-31-2024 |
BLUEPATH CAPITAL MANAGEMENT LLC | CL A | 703 | $433,650 | 4,145 | 0.00 | 0.00 | -963 | -18.85 | 03-31-2024 |
AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR INC | COM | 704 | $624,000 | 4,131 | 0.22 | 0.37 | -892 | -17.76 | 03-31-2022 |