Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COASTAL BRIDGE ADVISORS LLC | COM | 1701 | $359,879 | 1,786 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1702 | $359,016 | 1,782 | 0.00 | 0.00 | -259 | -12.69 | 03-31-2024 |
CEDRUS LLC | COM | 1703 | $358,872 | 1,781 | 0.00 | 0.00 | -506 | -22.13 | 03-31-2024 |
BLUE TRUST INC | COM | 1704 | $358,066 | 1,777 | 0.00 | 0.00 | 34 | 1.95 | 03-31-2024 |