Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRIGHTON JONES LLC | COM | 1401 | $248,316 | 6,913 | 0.00 | 0.00 | -634 | -8.40 | 12-31-2023 |
BELPOINTE ASSET MANAGEMENT LLC | COM | 1402 | $313,204 | 6,906 | 0.00 | 6,906 | +Inf | 03-31-2024 | |
LEVEL FOUR ADVISORY SERVICES LLC | COM | 1403 | $247,652 | 6,895 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 1404 | $310,784 | 6,853 | 0.00 | 0.00 | 3,933 | 134.69 | 03-31-2024 |