Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GARDE CAPITAL INC | Equities | 351 | $182,000 | 4,802 | 0.01 | 0.01 | -520 | -9.77 | 12-31-2023 |
CUTLER GROUP LLC / CA | COM | 352 | $135,000 | 3,928 | 0.04 | 0.01 | -200 | -4.84 | 03-31-2024 |
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 353 | $130,721 | 3,789 | 0.00 | 3,789 | +Inf | 03-31-2024 | |
ENTRYPOINT CAPITAL LLC | COM | 354 | $121,026 | 3,508 | 0.00 | 3,508 | +Inf | 03-31-2024 |