Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RITHOLTZ WEALTH MANAGEMENT | COM | 1001 | $286,547 | 1,120 | 0.00 | 0.00 | 89 | 8.63 | 03-31-2024 |
NADLER FINANCIAL GROUP INC | COM | 1002 | $285,311 | 1,115 | 0.00 | 0.00 | 2 | 0.18 | 03-31-2024 |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | 1003 | $285,000 | 1,113 | 0.01 | 0.00 | 954 | 600.00 | 03-31-2024 |
LAKE STREET ADVISORS GROUP LLC | COM | 1004 | $283,759 | 1,109 | 0.00 | 1,109 | +Inf | 03-31-2024 |