Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUMMIT FINANCIAL LLC | ETF | 201 | $256,797 | 21,036 | 0.00 | 21,036 | +Inf | 03-31-2024 | |
MILLENNIUM MANAGEMENT LLC | COM | 202 | $248,455 | 20,449 | 0.00 | 20,449 | +Inf | 03-31-2024 | |
ANNEX ADVISORY SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 20,005 | +Inf | 03-31-2024 | |
CIBC PRIVATE WEALTH GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -6,954 | -25.80 | 12-31-2023 |