Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SNOWDEN CAPITAL ADVISORS LLC | COM | 251 | $480,603 | 3,657 | 0.00 | 3,657 | +Inf | 06-30-2021 | |
SKYVIEW INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.11 | 3,643 | +Inf | 12-31-2023 | |
QUANTUM PRIVATE WEALTH LLC | COM | 253 | $437,479 | 3,555 | 0.00 | 0.00 | -10 | -0.28 | 03-31-2024 |
CAPTRUST FINANCIAL ADVISORS | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -60 | -1.68 | 03-31-2024 |