Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CALIBER WEALTH MANAGEMENT LLC | COM | 1201 | $2,484,514 | 12,105 | 0.00 | 0.00 | 709 | 6.22 | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | 1202 | $2,472,686 | 12,047 | 0.00 | 0.23 | 8,032 | 200.05 | 03-31-2024 |
WEDBUSH SECURITIES INC | COM | 1203 | $2,522,000 | 12,026 | 0.11 | 0.12 | -970 | -7.46 | 12-31-2023 |
JW COLE ADVISORS INC | COM | 1204 | $2,458,466 | 12,007 | 0.00 | 0.00 | 397 | 3.42 | 03-31-2024 |