Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SCHOOLCRAFT CAPITAL LLC | COM | 4201 | $487,970 | 2,869 | 0.00 | 0.00 | -1,282 | -30.88 | 12-31-2023 |
DAVIES FINANCIAL ADVISORS INC | COM | 4202 | $572,595 | 2,859 | 0.00 | 2,859 | +Inf | 03-31-2024 | |
MARATHON TRADING INVESTMENT MANAGEMENT LLC | Common Stock | 4203 | $485,636 | 2,855 | 0.00 | 0.00 | -1,459 | -33.82 | 12-31-2023 |
WEALTH ADVISORS OF IOWA LLC | COM | 4204 | $483,788 | 2,844 | 0.00 | 0.00 | 153 | 5.69 | 12-31-2023 |