Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORNET FINANCIAL INC | Stock | 1101 | $2,892 | 43 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CUTLER GROUP LLC / CA | CL B | Liquidated | $0 | 0 | 0.00 | 0.01 | -1,674 | -97.61 | 03-31-2024 |
UMB BANK NA | CL B | 1103 | $2,757 | 41 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RED TORTOISE LLC | Stock | 1104 | $2,690 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |