Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORIENT PRIVATE WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,190 | -10.03 | 12-31-2023 |
KINGSVIEW WEALTH MANAGEMENT LLC | COM | 152 | $171,380 | 10,527 | 0.00 | 10,527 | +Inf | 03-31-2024 | |
CETERA INVESTMENT ADVISERS | COM | 153 | $151,171 | 10,105 | 0.00 | 10,105 | +Inf | 12-31-2023 | |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | COM | 154 | $164,461 | 10,102 | 0.00 | 10,102 | +Inf | 03-31-2024 |