Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CYNDEO WEALTH PARTNERS LLC | COM | 1201 | $11,386,485 | 66,940 | 0.00 | 0.00 | -4,609 | -6.44 | 12-31-2023 |
ASHTON THOMAS PRIVATE WEALTH LLC | Stock | 1202 | $8,973,750 | 66,918 | 0.00 | 66,918 | +Inf | 12-31-2022 | |
BEL AIR INVESTMENT ADVISORS LLC | COM | 1203 | $10,384,000 | 66,763 | 0.32 | 0.31 | 1,067 | 1.62 | 06-30-2021 |
STEVENS CAPITAL MANAGEMENT LP | COM | 1204 | $11,341,000 | 66,672 | 2.83 | 1.32 | 22,390 | 50.56 | 12-31-2023 |