Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEE FINANCIAL CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COVESTOR LTD | COMMON | 2652 | $32,000 | 285 | 0.02 | 0.10 | -1,089 | -79.26 | 03-31-2024 |
TRADEWINDS CAPITAL MANAGEMENT LLC | COM | 2653 | $27,137 | 281 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
INTELLIGENT FINANCIAL STRATEGIES | COM | 2654 | $26,058 | 270 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |