Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARKADIOS WEALTH ADVISORS | Stock | 1851 | $3,042,533 | 3,911 | 0.00 | 0.00 | 107 | 2.81 | 03-31-2024 |
GELLER ADVISORS LLC | COM | 1852 | $2,096,418 | 3,903 | 0.00 | 0.00 | 668 | 20.65 | 09-30-2023 |
ASPEN GROVE CAPITAL LLC | COM | 1853 | $2,264,644 | 3,901 | 0.00 | 0.00 | 69 | 1.80 | 12-31-2023 |
ACCUVEST GLOBAL ADVISORS | COM | 1854 | $2,273,388 | 3,900 | 0.00 | 0.00 | -16 | -0.41 | 12-31-2023 |