Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHECCHI CAPITAL ADVISERS LLC | COM | 1051 | $981,688 | 5,751 | 0.00 | 0.00 | -55 | -0.95 | 03-31-2024 |
COPPERWYND FINANCIAL LLC | COM | 1052 | $981,360 | 5,749 | 0.00 | 0.00 | -795 | -12.15 | 03-31-2024 |
CHESAPEAKE WEALTH MANAGEMENT | COM | 1053 | $976,005 | 5,718 | 0.00 | 0.00 | -182 | -3.08 | 03-31-2024 |
CHOREO LLC | COM | 1054 | $975,066 | 5,714 | 0.00 | 0.00 | 173 | 3.12 | 03-31-2024 |