Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CUTLER GROUP LLC / CA | Call | 1051 | $0 | 100 | 0.00 | 0.00 | -2,700 | -96.43 | 03-31-2024 |
VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | COM | 1052 | $6,121 | 100 | 0.00 | 100 | +Inf | 12-31-2023 | |
AMERICAN PORTFOLIOS ADVISORS | CL B | 1053 | $4,799 | 100 | 0.00 | 100 | +Inf | 09-30-2022 | |
CITY STATE BANK | CL B | 1054 | $7,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |