Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SA MASON LLC | COM | 1251 | $212,324 | 732 | 0.00 | 0.00 | 96 | 15.09 | 03-31-2024 |
FINDEC WEALTH SERVICES INC | COM | 1252 | $211,454 | 729 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VALEO FINANCIAL ADVISORS LLC | REIT | 1253 | $211,164 | 728 | 0.00 | 0.00 | 67 | 10.14 | 03-31-2024 |
ANDINA CAPITAL MANAGEMENT LLC | COM | 1254 | $210,294 | 725 | 0.00 | 725 | +Inf | 03-31-2024 |