Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | COM | 1451 | $34,553 | 111 | 0.00 | 0.00 | 27 | 32.14 | 03-31-2024 |
VALLEY NATIONAL ADVISERS INC | COM | 1452 | $33,000 | 108 | 0.00 | 0.00 | 9 | 9.09 | 03-31-2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1453 | $32,996 | 106 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
QUARRY LP | COM | 1454 | $28,326 | 104 | 0.00 | 0.00 | 40 | 62.50 | 12-31-2023 |