Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSIGHT FOLIOS INC | COM | 1751 | $325,553 | 1,152 | 0.00 | 0.00 | -292 | -20.22 | 03-31-2024 |
KEYSTONE WEALTH SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -104 | -8.31 | 03-31-2024 |
DRW SECURITIES LLC | COM | 1753 | $242,000 | 1,140 | 0.01 | 1,140 | +Inf | 09-30-2022 | |
EVERETT HARRIS & CO /CA/ | COM | 1754 | $320,909 | 1,136 | 0.00 | 0.00 | 29 | 2.62 | 03-31-2024 |