Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVEXIA WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -8,478 | -25.98 | 03-31-2024 |
SFMG LLC | COM | 852 | $4,948,150 | 24,108 | 0.00 | 0.00 | 189 | 0.79 | 03-31-2024 |
JUMP FINANCIAL LLC | Common Stock | 853 | $4,935,853 | 24,048 | 0.00 | 0.00 | 20,260 | 534.85 | 03-31-2024 |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 854 | $4,915,739 | 23,950 | 0.00 | 0.00 | -3,822 | -13.76 | 03-31-2024 |