Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WAVERLY ADVISORS LLC | COM | 1101 | $6,592,805 | 65,941 | 0.00 | 0.10 | 52,629 | 395.35 | 12-31-2023 |
WOODWARD DIVERSIFIED CAPITAL LLC | COM | 1102 | $6,570,947 | 65,723 | 0.00 | 0.01 | 615 | 0.94 | 12-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 1103 | $7,636,190 | 65,693 | 0.00 | 0.00 | 1,197 | 1.86 | 03-31-2024 |
RITHOLTZ WEALTH MANAGEMENT | COM | 1104 | $7,634,245 | 65,677 | 0.00 | 0.00 | 1,876 | 2.94 | 03-31-2024 |