Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INDEPENDENT ADVISOR ALLIANCE | COM | 701 | $324,963 | 2,426 | 0.00 | 0.00 | -20 | -0.82 | 03-31-2024 |
LRI INVESTMENTS LLC | Stock | 702 | $283,577 | 2,406 | 0.00 | 2,406 | +Inf | 03-31-2024 | |
CUTLER GROUP LLC / CA | Call | 703 | $49,000 | 2,400 | 0.02 | 0.01 | -2,400 | -50.00 | 03-31-2024 |
PRIVATE ADVISOR GROUP LLC | COM | 704 | $320,277 | 2,391 | 0.00 | 0.00 | 103 | 4.50 | 03-31-2024 |