Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEACREST WEALTH MANAGEMENT LLC | COM | 801 | $672,454 | 546 | 0.00 | 0.00 | 61 | 12.58 | 03-31-2024 |
CYNOSURE GROUP LLC | COM | 802 | $665,064 | 540 | 0.00 | 540 | +Inf | 03-31-2024 | |
OVERSEA-CHINESE BANKING CORP LTD | COM | 803 | $452,761 | 537 | 0.00 | 0.00 | -17 | -3.07 | 09-30-2023 |
LIDO ADVISORS LLC | COM | 804 | $659,711 | 536 | 0.00 | 0.00 | 122 | 29.47 | 03-31-2024 |