Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CUTLER GROUP LLC / CA | Call | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ARCHER INVESTMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 2,900 | +Inf | 03-31-2024 | |
BELLEVUE ASSET MANAGEMENT LLC | COM | 953 | $59,878 | 2,876 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BEACON CAPITAL MANAGEMENT LLC | COM | 954 | $55,860 | 2,869 | 0.00 | 0.00 | 143 | 5.25 | 12-31-2023 |