Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RITHOLTZ WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.05 | -7,354 | -48.83 | 12-31-2023 |
REALTA INVESTMENT ADVISORS | COM | 1302 | $385,361 | 7,680 | 0.00 | 0.00 | -368 | -4.57 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 1303 | $370,600 | 7,667 | 0.00 | 7,667 | +Inf | 06-30-2023 | |
TOWNSQUARE CAPITAL LLC | COM | 1304 | $346,968 | 7,660 | 0.00 | 0.00 | 299 | 4.06 | 12-31-2023 |