Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EQUITABLE HOLDINGS INC | COM CL A | 1651 | $5,885,633 | 26,105 | 0.00 | 0.00 | 888 | 3.52 | 03-31-2023 |
PROFICIO CAPITAL PARTNERS LLC | COM CL A | 1652 | $7,266,778 | 26,038 | 0.00 | 0.00 | 178 | 0.69 | 03-31-2024 |
FREED INVESTMENT GROUP | COM CL A | 1653 | $5,770,000 | 25,902 | 4.40 | 4.67 | 192 | 0.75 | 09-30-2021 |
HCR WEALTH ADVISORS | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,261 | -16.89 | 12-31-2023 |