Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHELSEA COUNSEL CO | COM | 351 | $114,456 | 4,095 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CARSONALLARIA WEALTH MANAGEMENT LTD | COM | 352 | $58,135 | 3,693 | 0.00 | 0.00 | -542 | -12.80 | 03-31-2024 |
CLEAR STREET MARKETS LLC | COM | 353 | $98,000 | 3,500 | 0.01 | 3,500 | +Inf | 09-30-2023 | |
AMERITAS INVESTMENT PARTNERS INC | COM | 354 | $86,240 | 3,406 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |