Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MIRACLE MILE ADVISORS LLC | COM | 1901 | $800,098 | 12,519 | 0.00 | 0.00 | 420 | 3.47 | 03-31-2024 |
JARISLOWSKY FRASER LTD | Common Stock | Liquidated | $0 | 0 | 0.00 | 12,498 | +Inf | 03-31-2024 | |
COOPER FINANCIAL GROUP | COM | 1903 | $798,309 | 12,491 | 0.00 | 0.00 | -586 | -4.48 | 03-31-2024 |
WEALTH EFFECTS LLC | COM | 1904 | $796,594 | 12,464 | 0.00 | 0.00 | 7,991 | 178.65 | 03-31-2024 |