Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JBF CAPITAL INC | CL A COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BTR CAPITAL MANAGEMENT INC | CL A COM | 952 | $211,000 | 1,986 | 0.03 | 0.03 | 0 | 0.00 | 09-30-2022 |
KINGSVIEW WEALTH MANAGEMENT LLC | CL A COM | Liquidated | $0 | 0 | 0.00 | 1,984 | +Inf | 12-31-2023 | |
AMERICAN PORTFOLIOS ADVISORS | CL A COM | 954 | $209,939 | 1,972 | 0.00 | 1,972 | +Inf | 09-30-2022 |