Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
1620 INVESTMENT ADVISORS INC | COM | 601 | $414,451 | 2,661 | 0.00 | 2,661 | +Inf | 09-30-2023 | |
COVESTOR LTD | COMMON | 602 | $12,000 | 2,615 | 0.01 | 0.01 | 407 | 18.43 | 09-30-2023 |
CUTLER GROUP LLC / CA | Call | 603 | $5,000 | 2,500 | 0.00 | 0.00 | -113,300 | -97.84 | 03-31-2024 |
BREWIN DOLPHIN LTD | COM | 604 | $21,000 | 2,500 | 0.00 | 2,500 | +Inf | 06-30-2022 |