Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AXXCESS WEALTH MANAGEMENT LLC | COM | 701 | $973,721 | 6,720 | 0.00 | 0.00 | 37 | 0.55 | 03-31-2024 |
FINEMARK NATIONAL BANK & TRUST | COM | 702 | $970,250 | 6,696 | 0.00 | 0.00 | -48 | -0.71 | 03-31-2024 |
PROSPERA FINANCIAL SERVICES INC | COM | 703 | $1,000,190 | 6,688 | 0.00 | 0.00 | -6 | -0.09 | 12-31-2023 |
MONETA GROUP INVESTMENT ADVISORS LLC | COM | 704 | $989,814 | 6,619 | 0.00 | 0.00 | 224 | 3.50 | 12-31-2023 |