Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIFESTYLE ASSET MANAGEMENT INC | CL A | 2451 | $1,215,001 | 2,523 | 0.00 | 0.00 | -347 | -12.09 | 03-31-2024 |
SPEARHEAD CAPITAL ADVISORS LLC | CL A | 2452 | $796,000 | 2,523 | 0.12 | 2,523 | +Inf | 06-30-2022 | |
DRIVE WEALTH MANAGEMENT LLC | CL A | 2453 | $1,214,615 | 2,522 | 0.00 | 0.00 | -213 | -7.79 | 03-31-2024 |
LEHMAN & DERAFELO FINANCIAL RESOURCES LLC | CL A | 2454 | $876,641 | 2,521 | 0.00 | 2,521 | +Inf | 12-31-2022 |