Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JUMP FINANCIAL LLC | Common Stock | 1801 | $3,450,701 | 29,686 | 0.00 | 0.00 | 7,260 | 32.37 | 03-31-2024 |
REHMANN CAPITAL ADVISORY GROUP | COM | 1802 | $3,449,679 | 29,677 | 0.00 | 0.00 | 2,546 | 9.38 | 03-31-2024 |
BEECHER INVESTORS INC | COM | 1803 | $2,589,000 | 29,650 | 4.25 | 3.67 | 0 | 0.00 | 09-30-2022 |
MARKS GROUP WEALTH MANAGEMENT INC | COM | 1804 | $3,445,716 | 29,643 | 0.00 | 0.00 | -1,599 | -5.12 | 03-31-2024 |