Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EP WEALTH ADVISORS LLC | COM | 1501 | $301,957 | 1,150 | 0.00 | 0.00 | -380 | -24.84 | 03-31-2024 |
ALPHA DNA INVESTMENT MANAGEMENT LLC | COM | 1502 | $301,350 | 1,148 | 0.00 | 1,148 | +Inf | 03-31-2024 | |
CHICAGO PARTNERS INVESTMENT GROUP LLC | COM | 1503 | $315,830 | 1,148 | 0.00 | 0.00 | -30 | -2.55 | 03-31-2024 |
KINGSWOOD WEALTH ADVISORS LLC | COMMON STOCK | 1504 | $301,087 | 1,147 | 0.00 | 0.00 | -1,764 | -60.60 | 03-31-2024 |