Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGMA PLANNING CORP | COM | 951 | $3,660,568 | 60,266 | 0.00 | 0.00 | -63,586 | -51.34 | 12-31-2023 |
GLADSTONE INSTITUTIONAL ADVISORY LLC | COM | 952 | $3,849,919 | 60,240 | 0.00 | 0.00 | -21,473 | -26.28 | 03-31-2024 |
BEECH HILL ADVISORS INC | COM | 953 | $3,831,049 | 59,944 | 0.00 | 0.00 | 37,729 | 169.84 | 03-31-2024 |
HOWE & RUSLING INC | COM | 954 | $3,823,624 | 59,828 | 0.00 | 0.00 | -88,806 | -59.75 | 03-31-2024 |