Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | COMMON | 401 | $9,000 | 921 | 0.01 | 0.01 | 71 | 8.35 | 09-30-2023 |
WIPFLI FINANCIAL ADVISORS LLC | COM CL A | 402 | $7,000 | 693 | 0.00 | 693 | +Inf | 09-30-2022 | |
NEWSQUARE CAPITAL LLC | Stock | 403 | $6,807 | 595 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BNP PARIBAS FINANCIAL MARKETS | CALL | 404 | $435,500 | 500 | 0.00 | 500 | +Inf | 03-31-2024 |