Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEACON POINTE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 4,146 | +Inf | 12-31-2023 | |
NBC SECURITIES INC | Stock | 302 | $513,000 | 4,137 | 0.05 | 0.06 | -1,574 | -27.56 | 03-31-2024 |
CETERA ADVISOR NETWORKS LLC | COM | 303 | $395,541 | 4,023 | 0.00 | 0.00 | 271 | 7.22 | 12-31-2023 |
CRESSET ASSET MANAGEMENT LLC | COM | 304 | $491,919 | 3,960 | 0.00 | 3,960 | +Inf | 03-31-2024 |