Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEEL POINT LLC | COM | 2401 | $730,882 | 19,274 | 0.00 | 0.00 | -504 | -2.55 | 03-31-2024 |
SUMMIT FINANCIAL LLC | Common Stock | 2402 | $730,211 | 19,257 | 0.00 | 0.00 | -15,088 | -43.93 | 03-31-2024 |
SOA WEALTH ADVISORS LLC | Stock | 2403 | $729,242 | 19,231 | 0.00 | 0.00 | 965 | 5.28 | 03-31-2024 |
MIRACLE MILE ADVISORS LLC | COM | 2404 | $729,180 | 19,229 | 0.00 | 0.00 | 388 | 2.06 | 03-31-2024 |