Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LENOX WEALTH ADVISORS LLC | COM | 1251 | $21,000 | 742 | 0.00 | 0.00 | -35 | -4.50 | 03-31-2022 |
CUTLER GROUP LLC / CA | Put | 1252 | $0 | 700 | 0.00 | 0.00 | -8,300 | -92.22 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM | 1253 | $19,098 | 685 | 0.00 | 0.00 | -161 | -19.03 | 03-31-2024 |
CAPITAL ADVISORS LTD LLC | COM | 1254 | $18,000 | 651 | 0.00 | 0.00 | 33 | 5.34 | 03-31-2024 |