Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WT WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.63 | -57 | -2.28 | 12-31-2023 |
HTLF BANK | COM | 2552 | $1,281,955 | 2,435 | 0.00 | 2,435 | +Inf | 12-31-2023 | |
SEVEN EIGHT CAPITAL LP | COM | 2553 | $1,279,848 | 2,431 | 0.00 | 2,431 | +Inf | 12-31-2023 | |
CFO4LIFE GROUP LLC | COM | 2554 | $1,200,335 | 2,426 | 0.00 | 0.00 | -1,389 | -36.41 | 03-31-2024 |