Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HEXAGON CAPITAL PARTNERS LLC | Stock | 3501 | $216,863 | 1,908 | 0.00 | 0.00 | -223 | -10.46 | 03-31-2024 |
BROWN FINANCIAL ADVISORY | COM | 3502 | $216,409 | 1,904 | 0.00 | 1,904 | +Inf | 03-31-2024 | |
IMA WEALTH INC | COM | 3503 | $216,182 | 1,902 | 0.00 | 0.00 | -250 | -11.62 | 03-31-2024 |
CUTLER GROUP LLC / CA | Call | 3504 | $56,000 | 1,900 | 0.02 | 0.01 | -19,600 | -91.16 | 03-31-2024 |