Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUTHLAND EQUITY PARTNERS LLC | COM | 2551 | $563,699 | 4,960 | 0.00 | 0.00 | 48 | 0.98 | 03-31-2024 |
HOWE & RUSLING INC | COM | 2552 | $539,270 | 4,947 | 0.00 | 0.00 | 62 | 1.27 | 06-30-2023 |
BNP PARIBAS FINANCIAL MARKETS | PUT | 2553 | $54,407,601 | 4,943 | 0.00 | 0.00 | 1,619 | 48.71 | 12-31-2023 |
SILVIA MCCOLL WEALTH MANAGEMENT LLC | COM | 2554 | $549,291 | 4,941 | 0.00 | 0.00 | 44 | 0.90 | 03-31-2024 |