Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EXANE DERIVATIVES | STOCK | 351 | $185,863 | 3,153 | 0.00 | 0.00 | -1,628 | -34.05 | 06-30-2022 |
CETERA ADVISOR NETWORKS LLC | COM | 352 | $312,774 | 3,098 | 0.00 | 0.00 | 204 | 7.05 | 12-31-2023 |
VESTCOR INC | COM | 353 | $309,000 | 3,058 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
MISSION WEALTH MANAGEMENT LP | COM | 354 | $288,103 | 3,050 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |