Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARALLEL ADVISORS LLC | Stock | 1051 | $9,002,447 | 55,485 | 0.00 | 0.00 | 645 | 1.18 | 03-31-2024 |
MERIDIAN WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -51,075 | -47.95 | 03-31-2024 |
WILLIAMS JONES WEALTH MANAGEMENT LLC | CS | 1053 | $8,984,269 | 55,373 | 0.00 | 0.00 | -2,444 | -4.23 | 03-31-2024 |
AMERITAS INVESTMENT PARTNERS INC | COM | 1054 | $8,975,135 | 55,317 | 0.00 | 0.00 | -2,123 | -3.70 | 03-31-2024 |