Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUBE RESEARCH & TECHNOLOGIES LTD | COM | 51 | $765,956 | 35,184 | 0.00 | 0.00 | 30,032 | 582.92 | 03-31-2024 |
MERRIMAN WEALTH MANAGEMENT LLC | COM | 52 | $749,738 | 34,439 | 0.00 | 0.00 | -8,896 | -20.53 | 03-31-2024 |
RAYMOND JAMES & ASSOCIATES | COM | 53 | $724,244 | 33,268 | 0.00 | 0.00 | -30 | -0.09 | 03-31-2024 |
AMERICAN CENTURY COMPANIES INC | COM | 54 | $686,430 | 31,531 | 0.00 | 0.00 | 3,340 | 11.85 | 03-31-2024 |