Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BALBOA WEALTH PARTNERS | COM | 2551 | $258,444 | 1,484 | 0.00 | 0.00 | -1,582 | -51.60 | 03-31-2024 |
CARMEL CAPITAL PARTNERS LLC | COM | 2552 | $257,482 | 1,478 | 0.00 | 0.00 | -490 | -24.90 | 03-31-2024 |
TIEDEMANN ADVISORS LLC | COM | 2553 | $234,539 | 1,475 | 0.00 | 1,475 | +Inf | 09-30-2023 | |
SANDY COVE ADVISORS LLC | COM | 2554 | $256,735 | 1,474 | 0.00 | 0.00 | 80 | 5.74 | 03-31-2024 |