Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TYCHE WEALTH PARTNERS LLC | COM | 1451 | $216,882 | 3,764 | 0.00 | 0.00 | -4,465 | -54.26 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | 1452 | $214,722 | 3,712 | 0.00 | 0.00 | -326 | -8.07 | 03-31-2024 |
O'KEEFE STEVENS ADVISORY INC | COM | 1453 | $213,770 | 3,710 | 0.00 | 3,710 | +Inf | 03-31-2024 | |
WELCH CAPITAL PARTNERS LLC/NY | COM | 1454 | $213,000 | 3,701 | 0.05 | 3,701 | +Inf | 03-31-2024 |