Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EPIQ CAPITAL GROUP LLC | CL A | 3551 | $948,613 | 2,680 | 0.00 | 0.00 | -94 | -3.39 | 12-31-2023 |
VANCE WEALTH INC | CL A | 3552 | $1,300,891 | 2,679 | 0.00 | 0.00 | 110 | 4.28 | 03-31-2024 |
ALDEBARAN FINANCIAL INC | CL A | 3553 | $947,905 | 2,678 | 0.00 | 0.00 | -935 | -25.88 | 12-31-2023 |
LENOX WEALTH ADVISORS LLC | Class A Shares | 3554 | $595,000 | 2,675 | 0.07 | 0.14 | -707 | -20.90 | 03-31-2022 |