Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIVID FINANCIAL MANAGEMENT INC | COM | 2851 | $386,000 | 2,111 | 0.14 | 0.20 | -1,620 | -43.42 | 12-31-2021 |
THRIVE WEALTH MANAGEMENT LLC | COM | 2852 | $234,147 | 2,108 | 0.00 | 0.00 | 428 | 25.48 | 09-30-2023 |
MUIRFIELD WEALTH ADVISORS LLC | COM | 2853 | $356,161 | 2,104 | 0.00 | 0.00 | 10 | 0.48 | 03-31-2024 |
CONNECTUS WEALTH LLC | Com | 2854 | $355,530 | 2,100 | 0.00 | 2,100 | +Inf | 03-31-2024 |