Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NBC SECURITIES INC | Stock | 401 | $28,000 | 276 | 0.00 | 0.00 | 92 | 50.00 | 03-31-2024 |
UMB BANK NA | COM | 402 | $26,117 | 249 | 0.00 | 0.00 | 154 | 162.11 | 03-31-2024 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 403 | $24,664 | 248 | 0.00 | 0.00 | -18 | -6.77 | 12-31-2023 |
SIMPLEX TRADING LLC | COM | Liquidated | $0 | 0 | 0.00 | 244 | +Inf | 12-31-2023 |