Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORIENT CAPITAL PARTNERS LLC | COM | 1151 | $10,761,000 | 15,979 | 0.81 | 1.10 | 540 | 3.50 | 09-30-2022 |
SEACREST WEALTH MANAGEMENT LLC | COM | 1152 | $2,802,268 | 15,941 | 0.00 | 0.00 | 662 | 4.33 | 03-31-2024 |
BOSS RETIREMENT ADVISORS LLC | COM | 1153 | $3,978,999 | 15,902 | 0.00 | 0.00 | -182 | -1.13 | 12-31-2023 |
INTEROCEAN CAPITAL GROUP LLC | Stock | 1154 | $2,671,428 | 15,896 | 0.00 | 0.00 | -534 | -3.25 | 03-31-2024 |