Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUNTINGTON NATIONAL BANK | COMMON STOCK | 451 | $62,387 | 3,567 | 0.00 | 0.00 | -524 | -12.81 | 03-31-2024 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 452 | $53,873 | 3,521 | 0.00 | 0.00 | 141 | 4.17 | 12-31-2023 |
SIMPLEX TRADING LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,851 | -57.25 | 03-31-2024 |
CWM LLC | COM | 454 | $50,000 | 2,848 | 0.00 | 0.00 | 2,347 | 468.46 | 03-31-2024 |