Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GYL FINANCIAL SYNERGIES LLC | COM | 1851 | $218,828 | 2,564 | 0.00 | 2,564 | +Inf | 12-31-2023 | |
ACROPOLIS INVESTMENT MANAGEMENT LLC | COM | 1852 | $300,541 | 2,549 | 0.00 | 0.00 | -65 | -2.49 | 03-31-2024 |
QUANTUM FINANCIAL ADVISORS LLC | COM | 1853 | $297,605 | 2,524 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HOYLECOHEN LLC | COM | 1854 | $215,291 | 2,523 | 0.00 | 2,523 | +Inf | 12-31-2023 |