Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 1201 | $498,954 | 2,422 | 0.00 | 0.00 | 2,284 | 1655.07 | 03-31-2024 |
MQS MANAGEMENT LLC | COM | 1202 | $456,623 | 2,410 | 0.00 | 2,410 | +Inf | 12-31-2023 | |
SMARTLEAF ASSET MANAGEMENT LLC | COM | 1203 | $447,607 | 2,399 | 0.00 | 2,399 | +Inf | 12-31-2023 | |
ARKADIOS WEALTH ADVISORS | Stock | 1204 | $493,434 | 2,396 | 0.00 | 0.00 | 2 | 0.08 | 03-31-2024 |