Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEEBECK WEALTH MANAGEMENT LLC | COM | 301 | $261,986 | 475 | 0.00 | 475 | +Inf | 03-31-2024 | |
CARSON ADVISORY INC | COM | 302 | $261,435 | 474 | 0.00 | 0.00 | -18 | -3.66 | 03-31-2024 |
CRESSET ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 463 | +Inf | 03-31-2024 | |
MML INVESTORS SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 440 | +Inf | 12-31-2023 |