Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINERIDGE ADVISORS LLC | COM | 601 | $3,479 | 203 | 0.00 | 203 | +Inf | 12-31-2023 | |
CUTLER GROUP LLC / CA | Call | 602 | $0 | 200 | 0.00 | 0.00 | -2,900 | -93.55 | 03-31-2024 |
GLASS JACOBSON INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |