Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSIGNEO ADVISORY SERVICES LLC | COM | 1351 | $289,690 | 999 | 0.00 | 999 | +Inf | 03-31-2024 | |
SAGEVIEW ADVISORY GROUP LLC | COM | 1352 | $271,688 | 999 | 0.00 | 999 | +Inf | 12-31-2023 | |
INSPIRION WEALTH ADVISORS LLC | COM | 1353 | $289,110 | 997 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NILSINE PARTNERS LLC | COM | 1354 | $233,626 | 992 | 0.00 | 0.00 | -2,159 | -68.52 | 12-31-2023 |