Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CYPRESS CAPITAL LLC | COM | 1801 | $2,663,795 | 24,434 | 0.00 | 0.00 | 104 | 0.43 | 12-31-2023 |
INSIGNEO ADVISORY SERVICES LLC | COM | 1802 | $2,676,008 | 24,376 | 0.00 | 0.00 | 11,834 | 94.35 | 12-31-2023 |
ANGELES WEALTH MANAGEMENT LLC | COM | 1803 | $2,500,758 | 24,291 | 0.00 | 0.00 | 603 | 2.55 | 09-30-2023 |
SULLIVAN BRUYETTE SPEROS & BLANEY LLC | COM | 1804 | $1,873,000 | 24,290 | 0.08 | 24,290 | +Inf | 03-31-2021 |