Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONTINUUM ADVISORY LLC | COM | 201 | $38,203 | 15,100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
STRATOS WEALTH PARTNERS LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ENVESTNET ASSET MANAGEMENT INC | COM | 203 | $47,036 | 14,125 | 0.00 | 0.00 | -12,084 | -46.11 | 03-31-2024 |
CAPULA MANAGEMENT LTD | COM | 204 | $61,020 | 13,500 | 0.00 | 13,500 | +Inf | 03-31-2024 |