Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GROUP ONE TRADING LP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -557 | -73.97 | 03-31-2024 |
SYSTM WEALTH SOLUTIONS LLC | COM | 752 | $4,631 | 176 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 753 | $3,000 | 170 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
GLOBAL FINANCIAL PRIVATE CLIENT LLC | Stock | 754 | $3,879 | 148 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |