Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 440 | 100.00 | 12-31-2023 |
GAMMA INVESTING LLC | Common Stock | 552 | $59,964 | 846 | 0.00 | 0.00 | 57 | 7.22 | 03-31-2024 |
FIFTH THIRD BANCORP | COM | 553 | $57,555 | 812 | 0.00 | 0.00 | 44 | 5.73 | 03-31-2024 |
CUTLER GROUP LLC / CA | Call | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |