Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BESSEMER GROUP INC | SC | 701 | $4,053,000 | 19,077 | 0.01 | 0.01 | 747 | 4.08 | 03-31-2023 |
HIGHPOINT ADVISOR GROUP LLC | Common Stock | 702 | $3,396,000 | 19,031 | 0.24 | 0.00 | -191 | -0.99 | 03-31-2024 |
MIRACLE MILE ADVISORS LLC | COM | 703 | $3,667,711 | 19,005 | 0.00 | 0.00 | 1,064 | 5.93 | 03-31-2024 |
INDEPENDENT ADVISOR ALLIANCE | COM | 704 | $3,663,016 | 18,980 | 0.00 | 0.00 | -8,062 | -29.81 | 03-31-2024 |