Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | CL B | 501 | $5,485 | 162 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
OPTIMUM INVESTMENT ADVISORS | CL B | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BERMAN CAPITAL ADVISORS LLC | Stock | 503 | $4,000 | 148 | 0.00 | 0.00 | -4 | -2.63 | 09-30-2021 |
SIMPLEX TRADING LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -451 | -75.29 | 03-31-2024 |