Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM NEW | 251 | $5,475 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
US BANCORP \DE\ | COM NEW | 252 | $5,475 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CWM LLC | COM NEW | 253 | $6,000 | 372 | 0.00 | 0.00 | 236 | 173.53 | 03-31-2024 |
QUANTBOT TECHNOLOGIES LP | COM | 254 | $3,373 | 308 | 0.00 | 0.00 | -6,509 | -95.48 | 12-31-2023 |