Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REGENT PEAK WEALTH ADVISORS LLC | COM | 2051 | $1,664,715 | 1,256 | 0.00 | 0.00 | 12 | 0.96 | 03-31-2024 |
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | COM | 2052 | $1,400,591 | 1,255 | 0.00 | 0.00 | -4 | -0.32 | 12-31-2023 |
OLISTICO WEALTH LLC | COM | 2053 | $1,399,778 | 1,254 | 0.00 | 0.00 | -280 | -18.25 | 12-31-2023 |
MIRADOR CAPITAL PARTNERS LP | COM | 2054 | $1,400,209 | 1,254 | 0.00 | 0.00 | 67 | 5.64 | 12-31-2023 |