Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STONEGATE INVESTMENT GROUP LLC | COM | 1151 | $1,256,704 | 13,716 | 0.00 | 0.00 | -556 | -3.90 | 03-31-2024 |
AMERITAS INVESTMENT COMPANY LLC | COM | 1152 | $1,298,000 | 13,698 | 0.06 | 0.05 | 7,103 | 107.70 | 09-30-2021 |
IHT WEALTH MANAGEMENT LLC | COM | 1153 | $1,277,707 | 13,581 | 0.00 | 0.00 | 14 | 0.10 | 12-31-2023 |
BLUESPHERE ADVISORS LLC | COM | 1154 | $1,244,152 | 13,579 | 0.00 | 0.00 | -3,421 | -20.12 | 03-31-2024 |