Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAIA WEALTH LLC | CL A COM | 951 | $284,352 | 1,477 | 0.00 | 1,477 | +Inf | 12-31-2023 | |
REGAL INVESTMENT ADVISORS LLC | CL A COM | 952 | $284,313 | 1,477 | 0.00 | 0.00 | 122 | 9.00 | 12-31-2023 |
ACCREDITED INVESTORS INC | CL A COM | 953 | $283,582 | 1,473 | 0.00 | 0.00 | -1 | -0.07 | 12-31-2023 |
PACER ADVISORS INC | Common Stock - Domestic | 954 | $287,499 | 1,454 | 0.00 | 0.00 | 1,228 | 543.36 | 06-30-2023 |