Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSIGNEO ADVISORY SERVICES LLC | COM | 1151 | $408,623 | 715 | 0.00 | 0.00 | 156 | 27.91 | 03-31-2024 |
SYNTAX ADVISORS LLC | COM | 1152 | $326,787 | 712 | 0.00 | 0.00 | -33 | -4.43 | 09-30-2023 |
APELLA CAPITAL LLC | COM | 1153 | $404,552 | 711 | 0.00 | 0.00 | 30 | 4.41 | 03-31-2024 |
EDGE CAPITAL GROUP LLC | Stock | 1154 | $404,622 | 708 | 0.00 | 708 | +Inf | 03-31-2024 |