Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AE WEALTH MANAGEMENT LLC | COM | 101 | $71,491 | 11,935 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SMALLWOOD WEALTH INVESTMENT MANAGEMENT LLC | COM | 102 | $71,778 | 11,806 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 103 | $70,343 | 11,743 | 0.00 | 0.00 | 88 | 0.76 | 03-31-2024 |
TWO SIGMA SECURITIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 11,658 | +Inf | 12-31-2023 |