Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARKADIOS WEALTH ADVISORS | REIT | 301 | $62,447 | 13,546 | 0.00 | 0.00 | -1,481 | -9.86 | 03-31-2024 |
D E SHAW & CO INC | COM NEW | 302 | $73,044 | 13,378 | 0.00 | 0.00 | -4,386 | -24.69 | 09-30-2023 |
SIGMA PLANNING CORP | COM NEW | 303 | $66,646 | 13,356 | 0.00 | 0.00 | -2,697 | -16.80 | 12-31-2023 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | COM | 304 | $66,367 | 13,300 | 0.00 | 13,300 | +Inf | 12-31-2023 |