Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MERIDIAN WEALTH PARTNERS LLC | COM | 351 | $233,947 | 5,452 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BRINKER CAPITAL INVESTMENTS LLC | COM | 352 | $267,650 | 5,394 | 0.00 | 0.01 | -3,243 | -37.55 | 12-31-2022 |
AE WEALTH MANAGEMENT LLC | COM | 353 | $230,448 | 5,371 | 0.00 | 0.00 | -462 | -7.92 | 03-31-2024 |
SCHONFELD STRATEGIC ADVISORS LLC | COM | 354 | $283,396 | 5,327 | 0.00 | 5,327 | +Inf | 03-31-2023 |