Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERITAS INVESTMENT PARTNERS INC | COM | 301 | $458,714 | 5,396 | 0.00 | 0.00 | -155 | -2.79 | 03-31-2024 |
ARKADIOS WEALTH ADVISORS | Stock | 302 | $445,622 | 5,242 | 0.00 | 0.00 | -113 | -2.11 | 03-31-2024 |
SKYVIEW INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.09 | 5,214 | +Inf | 12-31-2023 | |
WEIL COMPANY INC | COM | 304 | $369,592 | 4,977 | 0.00 | 4,977 | +Inf | 12-31-2023 |