Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAGE MOUNTAIN ADVISORS LLC | COM | 2451 | $540,078 | 2,196 | 0.00 | 0.00 | 49 | 2.28 | 03-31-2024 |
MURPHY MIDDLETON HINKLE & PARKER INC | COM | 2452 | $539,079 | 2,192 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DRW SECURITIES LLC | COM | 2453 | $538,832 | 2,191 | 0.00 | 0.00 | -133 | -5.72 | 03-31-2024 |
BERGANKDV WEALTH MANAGEMENT LLC | COM | 2454 | $447,981 | 2,189 | 0.00 | 0.00 | -47 | -2.10 | 06-30-2023 |