Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEEL PEAK WEALTH MANAGEMENT LLC | COM | 251 | $174,750 | 12,500 | 0.00 | 0.01 | -1,943 | -13.45 | 12-31-2022 |
VALEO FINANCIAL ADVISORS LLC | Stock | 252 | $144,192 | 12,377 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COURIER CAPITAL LLC | COM | 253 | $153,791 | 12,323 | 0.00 | 0.00 | 88 | 0.72 | 12-31-2023 |
KESTRA PRIVATE WEALTH SERVICES LLC | COM | 254 | $142,885 | 12,265 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |