Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REHMANN CAPITAL ADVISORY GROUP | COM | 1151 | $364,964 | 1,472 | 0.00 | 0.00 | -36 | -2.39 | 03-31-2024 |
WEALTHSPIRE ADVISORS LLC | COM | 1152 | $364,222 | 1,470 | 0.00 | 0.00 | 21 | 1.45 | 03-31-2024 |
WEST PACES ADVISORS INC | Stock | 1153 | $360,505 | 1,455 | 0.00 | 0.00 | 30 | 2.11 | 03-31-2024 |
BNP PARIBAS FINANCIAL MARKETS | PUT | 1154 | $35,951,427 | 1,451 | 0.00 | 0.00 | -816 | -35.99 | 03-31-2024 |