Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEARSTEAD ADVISORS LLC | FNF GROUP COM | 1051 | $7,960 | 156 | 0.00 | 0.00 | 71 | 83.53 | 12-31-2023 |
PRIVATE OCEAN LLC | COM | 1052 | $8,124 | 153 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 1053 | $7,755 | 152 | 0.00 | 152 | +Inf | 12-31-2023 | |
GRADIENT INVESTMENTS LLC | FNF GROUP COM | 1054 | $7,901 | 149 | 0.00 | 0.00 | -167 | -52.85 | 03-31-2024 |