Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JUMP FINANCIAL LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,652 | 98.70 | 03-31-2024 |
COMMONWEALTH EQUITY SERVICES LLC | COM | 252 | $667,000 | 7,248 | 0.00 | 0.00 | -19,583 | -72.99 | 03-31-2024 |
PEKIN HARDY STRAUSS INC | COM | 253 | $399,168 | 7,200 | 0.00 | 7,200 | +Inf | 06-30-2023 | |
SHEETS SMITH WEALTH MANAGEMENT | COM | 254 | $509,673 | 7,068 | 0.00 | 7,068 | +Inf | 12-31-2023 |