Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | COM | 1551 | $279,182 | 8,807 | 0.00 | 0.00 | 286 | 3.36 | 03-31-2023 |
WEALTH ALLIANCE ADVISORY GROUP LLC | COM | 1552 | $675,125 | 8,769 | 0.00 | 8,769 | +Inf | 03-31-2024 | |
PROSPERITY WEALTH MANAGEMENT INC | COM | 1553 | $635,436 | 8,753 | 0.00 | 0.00 | 733 | 9.14 | 03-31-2024 |
GLADSTONE INSTITUTIONAL ADVISORY LLC | COM | 1554 | $672,725 | 8,738 | 0.00 | 0.00 | -685 | -7.27 | 03-31-2024 |