Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MGO ONE SEVEN LLC | COM | 851 | $258,157 | 840 | 0.00 | 0.00 | -342 | -28.93 | 06-30-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 852 | $257,850 | 839 | 0.00 | 0.00 | -92 | -9.88 | 06-30-2024 |
YORKBRIDGE WEALTH PARTNERS LLC | Stock | 853 | $252,446 | 835 | 0.00 | 0.10 | -52 | -5.86 | 12-31-2022 |
CASTLEARK MANAGEMENT LLC | COM | 854 | $295,563 | 830 | 0.00 | 830 | +Inf | 09-30-2023 |