Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERITAS ADVISORY SERVICES LLC | COM | 1651 | $3,712,957 | 5,069 | 0.00 | 0.00 | 252 | 5.23 | 03-31-2024 |
BRADY FAMILY WEALTH LLC | COM | 1652 | $3,699,906 | 5,050 | 0.00 | 0.00 | -13 | -0.26 | 03-31-2024 |
ARETE WEALTH ADVISORS LLC | COM | 1653 | $3,321,863 | 5,033 | 0.00 | 0.00 | 113 | 2.30 | 12-31-2023 |
CONDOR CAPITAL MANAGEMENT | COM | 1654 | $3,682,900 | 5,026 | 0.00 | 0.00 | -4 | -0.08 | 03-31-2024 |