Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HB WEALTH MANAGEMENT LLC | COM | 751 | $339,313 | 11,447 | 0.00 | 0.00 | 2,232 | 24.22 | 03-31-2024 |
TUDOR INVESTMENT CORP ET AL | Equity Option | 752 | $326,724 | 11,400 | 0.00 | 0.00 | -7,600 | -40.00 | 12-31-2023 |
NEXT FINANCIAL GROUP INC | COM | 753 | $414,000 | 11,385 | 0.03 | 0.04 | 102 | 0.90 | 06-30-2021 |
SEQUOIA FINANCIAL ADVISORS LLC | COM | 754 | $334,848 | 11,297 | 0.00 | 11,297 | +Inf | 03-31-2024 |