Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SKYVIEW INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.09 | 1,568 | +Inf | 12-31-2023 | |
CREATIVEONE WEALTH LLC | COM | 352 | $362,000 | 1,537 | 0.01 | 0.02 | 272 | 21.50 | 03-31-2024 |
COVENANT PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LEGACY WEALTH ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 14 | 0.93 | 12-31-2023 |