Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DRIVE WEALTH MANAGEMENT LLC | COM | 201 | $252,688 | 21,950 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CARMICHAEL HILL & ASSOCIATES INC | COM | 202 | $251,433 | 21,940 | 0.00 | 0.00 | 6,076 | 38.30 | 03-31-2024 |
SIMON QUICK ADVISORS LLC | COM | 203 | $248,648 | 21,697 | 0.00 | 0.00 | 2,764 | 14.60 | 03-31-2024 |
COMPASS FINANCIAL GROUP INC/SD | COM | 204 | $247,439 | 21,592 | 0.00 | 0.00 | 65 | 0.30 | 03-31-2024 |