Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CUTLER GROUP LLC / CA | Put | 1351 | $1,000 | 3,200 | 0.00 | 0.00 | -28,300 | -89.84 | 03-31-2024 |
PINNACLE FINANCIAL PARTNERS INC | COM | 1352 | $416,185 | 3,196 | 0.00 | 0.00 | 222 | 7.46 | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | REIT | Liquidated | $415,615 | 3,192 | 0.00 | 0.00 | 3,192 | +Inf | 03-31-2024 |
CORNERSTONE ADVISORY LLC | COM | 1354 | $415,662 | 3,192 | 0.00 | 0.00 | 278 | 9.54 | 03-31-2024 |