Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROSPERITY CONSULTING GROUP LLC | COM | 1351 | $420,741 | 3,231 | 0.00 | 0.00 | 498 | 18.22 | 03-31-2024 |
ANDESA FINANCIAL MANAGEMENT INC | COM | 1352 | $363,101 | 3,221 | 0.00 | 0.23 | -81 | -2.45 | 12-31-2022 |
CUTLER GROUP LLC / CA | Put | 1353 | $1,000 | 3,200 | 0.00 | 0.00 | -28,300 | -89.84 | 03-31-2024 |
PINNACLE FINANCIAL PARTNERS INC | COM | 1354 | $416,185 | 3,196 | 0.00 | 0.00 | 222 | 7.46 | 03-31-2024 |