Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 401 | $606,934 | 1,385 | 0.00 | 0.00 | -123 | -8.16 | 12-31-2023 |
KESTRA ADVISORY SERVICES LLC | COM | 402 | $606,058 | 1,383 | 0.00 | 0.00 | 292 | 26.76 | 12-31-2023 |
Y-INTERCEPT (HONG KONG) LTD | COM | 403 | $601,238 | 1,372 | 0.00 | 0.00 | 275 | 25.07 | 12-31-2023 |
CETERA ADVISOR NETWORKS LLC | COM | 404 | $596,856 | 1,362 | 0.00 | 0.00 | 101 | 8.01 | 12-31-2023 |