Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIPPICAN CAPITAL ADVISORS | COM | 351 | $660,691 | 7,575 | 0.00 | 0.00 | 5 | 0.07 | 12-31-2023 |
PROCESSUS WEALTH & CAPITAL MANAGEMENT LLC | COM | 352 | $635,512 | 7,400 | 0.00 | 7,400 | +Inf | 03-31-2024 | |
CETERA ADVISORS LLC | COM | 353 | $637,522 | 7,309 | 0.00 | 0.00 | 4,128 | 129.77 | 12-31-2023 |
ROTHSCHILD INVESTMENT LLC /IL | COM | 354 | $472,000 | 7,043 | 0.04 | 0.03 | -80 | -1.12 | 09-30-2023 |