Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DRIVE WEALTH MANAGEMENT LLC | COM | 1851 | $362,753 | 4,712 | 0.00 | 0.00 | 21 | 0.45 | 03-31-2024 |
CORNERSTONE ADVISORY LLC | COM | 1852 | $361,776 | 4,699 | 0.00 | 0.00 | 1,426 | 43.57 | 03-31-2024 |
CAPULA MANAGEMENT LTD | COM | Liquidated | $0 | 0 | 0.00 | 4,675 | +Inf | 03-31-2024 | |
CEDAR BROOK FINANCIAL PARTNERS LLC | COM | 1854 | $359,004 | 4,663 | 0.00 | 0.00 | 37 | 0.80 | 03-31-2024 |