Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORIENT PRIVATE WEALTH LLC | COM | 351 | $494,996 | 19,643 | 0.00 | 0.00 | 415 | 2.16 | 03-31-2024 |
INSPIRE INVESTING LLC | COM | 352 | $384,358 | 19,412 | 0.00 | 0.00 | 3,723 | 23.73 | 12-31-2023 |
APOLLON WEALTH MANAGEMENT LLC | COM | 353 | $472,868 | 18,765 | 0.00 | 0.00 | -467 | -2.43 | 03-31-2024 |
SEACREST WEALTH MANAGEMENT LLC | COM | 354 | $471,420 | 18,707 | 0.00 | 0.00 | -7,982 | -29.91 | 03-31-2024 |