Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KB FINANCIAL PARTNERS LLC | COM | 2001 | $157,000 | 548 | 0.04 | 0.09 | -629 | -53.44 | 09-30-2023 |
HARBOUR INVESTMENTS INC | COM | 2002 | $156,314 | 522 | 0.00 | 0.00 | 79 | 17.83 | 12-31-2023 |
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | COM | 2003 | $144,000 | 518 | 0.11 | 0.07 | 4 | 0.78 | 09-30-2022 |
CUTLER GROUP LLC / CA | Put | 2004 | $0 | 500 | 0.00 | 0.00 | -300 | -37.50 | 03-31-2024 |