Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATEGIC WEALTH PARTNERS LTD | COM | 1201 | $1,527,022 | 79,326 | 0.00 | 0.44 | -17,929 | -18.44 | 03-31-2023 |
DAKOTA WEALTH MANAGEMENT | COM | 1202 | $1,394,738 | 79,246 | 0.00 | 0.00 | 22,746 | 40.26 | 03-31-2024 |
MITCHELL & PAHL PRIVATE WEALTH LLC | COM | 1203 | $1,385,791 | 78,739 | 0.00 | 0.00 | 3,138 | 4.15 | 03-31-2024 |
BAYESIAN CAPITAL MANAGEMENT LP | COM | 1204 | $1,514,744 | 78,688 | 0.00 | 78,688 | +Inf | 03-31-2023 |