Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RVW WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 4,971 | +Inf | 12-31-2023 | |
NBC SECURITIES INC | Stock | 802 | $15,000 | 4,841 | 0.00 | 0.01 | -5,343 | -52.46 | 03-31-2024 |
CUTLER GROUP LLC / CA | Call | 803 | $0 | 4,300 | 0.00 | 0.00 | -61,500 | -93.47 | 03-31-2024 |
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 804 | $13,823 | 4,293 | 0.00 | 0.00 | 14 | 0.33 | 03-31-2024 |