Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SANDY COVE ADVISORS LLC | COM | 3101 | $330,244 | 1,097 | 0.00 | 0.00 | 5 | 0.46 | 03-31-2024 |
COASTAL BRIDGE ADVISORS LLC | COM | 3102 | $329,792 | 1,095 | 0.00 | 0.00 | 234 | 27.18 | 03-31-2024 |
WELLSPRING FINANCIAL ADVISORS LLC | COM | 3103 | $328,286 | 1,090 | 0.00 | 0.00 | 106 | 10.77 | 03-31-2024 |
FACET WEALTH INC | COM | 3104 | $300,059 | 1,089 | 0.00 | 1,089 | +Inf | 03-31-2024 |