Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARSON ADVISORY INC | COM | 1251 | $637,501 | 4,639 | 0.00 | 0.00 | 16 | 0.35 | 03-31-2024 |
ELLEVEST INC | COM | 1252 | $636,576 | 4,632 | 0.00 | 0.00 | 467 | 11.21 | 03-31-2024 |
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC | COM | 1253 | $636,059 | 4,628 | 0.00 | 0.00 | 72 | 1.58 | 03-31-2024 |
FORUM FINANCIAL MANAGEMENT LP | COM | 1254 | $635,697 | 4,626 | 0.00 | 0.00 | 318 | 7.38 | 03-31-2024 |