Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASSETMARK INC | COM | 701 | $42,566 | 880 | 0.00 | 880 | +Inf | 12-31-2023 | |
PARALLEL ADVISORS LLC | Stock | 702 | $41,736 | 850 | 0.00 | 0.00 | 63 | 8.01 | 03-31-2024 |
ARCHER INVESTMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 800 | +Inf | 03-31-2024 | |
ARCHER INVESTMENT CORP | COM | 704 | $39,288 | 800 | 0.00 | 800 | +Inf | 03-31-2024 |