Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ELLEVEST INC | COM | 1101 | $225,728 | 1,822 | 0.00 | 1,822 | +Inf | 03-31-2024 | |
ONEASCENT WEALTH MANAGEMENT LLC | COM | 1102 | $225,000 | 1,816 | 0.09 | 1,816 | +Inf | 03-31-2024 | |
GYL FINANCIAL SYNERGIES LLC | COM | 1103 | $224,489 | 1,812 | 0.00 | 1,812 | +Inf | 03-31-2024 | |
DRW SECURITIES LLC | COM | 1104 | $222,258 | 1,794 | 0.00 | 1,794 | +Inf | 03-31-2024 |