Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAKUTEN SECURITIES INC | CL A | 1351 | $288,672 | 3,413 | 0.00 | 3,413 | +Inf | 03-31-2024 | |
SHEAFF BROCK INVESTMENT ADVISORS LLC | CL A | 1352 | $288,165 | 3,407 | 0.00 | 0.00 | -125 | -3.54 | 03-31-2024 |
KINGSWOOD WEALTH ADVISORS LLC | COMMON STOCK | 1353 | $287,233 | 3,396 | 0.00 | 0.00 | -1,835 | -35.08 | 03-31-2024 |
EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | CL A | 1354 | $262,604 | 3,395 | 0.00 | 0.00 | -364 | -9.68 | 12-31-2023 |