Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
APELLA CAPITAL LLC | COM | 1501 | $474,726 | 1,419 | 0.00 | 0.00 | -9 | -0.63 | 03-31-2024 |
ARETE WEALTH ADVISORS LLC | COM | 1502 | $441,634 | 1,416 | 0.00 | 0.00 | -85 | -5.66 | 12-31-2023 |
YHB INVESTMENT ADVISORS INC | Stock | 1503 | $491,125 | 1,414 | 0.00 | 0.00 | 234 | 19.83 | 03-31-2024 |
EUDAIMONIA PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -302 | -17.63 | 12-31-2023 |