Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIDO ADVISORS LLC | COM | 151 | $150,885 | 10,500 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
NEW YORK STATE COMMON RETIREMENT FUND | Common Stock | 152 | $138,000 | 10,444 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CREATIVE PLANNING | COM | 153 | $116,491 | 10,401 | 0.00 | 10,401 | +Inf | 12-31-2023 | |
INDEPENDENT ADVISOR ALLIANCE | COM | 154 | $135,978 | 10,278 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |