Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERCORE WEALTH MANAGEMENT LLC | COM | 1351 | $285,846 | 1,174 | 0.00 | 0.00 | 114 | 10.75 | 12-31-2023 |
AMERITAS ADVISORY SERVICES LLC | COM | 1352 | $288,194 | 1,170 | 0.00 | 1,170 | +Inf | 12-31-2023 | |
MARCUM WEALTH LLC | COM | 1353 | $301,827 | 1,159 | 0.00 | 0.00 | -130 | -10.09 | 03-31-2024 |
ADVISORY ALPHA LLC | COM | 1354 | $281,950 | 1,158 | 0.00 | 1,158 | +Inf | 12-31-2023 |