Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLARO ADVISORS LLC | COM | 2151 | $20,816,421 | 49,478 | 0.00 | 0.00 | 1,448 | 3.01 | 03-31-2024 |
TRUE PRIVATE WEALTH ADVISORS | COM | 2152 | $18,590,518 | 49,438 | 0.00 | 0.00 | -593 | -1.19 | 12-31-2023 |
COOPER FINANCIAL GROUP | COM | 2153 | $20,786,294 | 49,406 | 0.00 | 0.00 | 3,902 | 8.58 | 03-31-2024 |
M HOLDINGS SECURITIES INC | COM | 2154 | $18,499,000 | 49,194 | 2.09 | 49,194 | +Inf | 12-31-2023 |