Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAR HARBOR ASSET MANAGEMENT LLC | COM | 451 | $1,585,876 | 9,395 | 0.00 | 0.00 | 2,681 | 39.93 | 03-31-2024 |
TATRO CAPITAL LLC | COM | 452 | $782,000 | 9,336 | 0.59 | 0.56 | 439 | 4.93 | 03-31-2022 |
CETERA ADVISOR NETWORKS LLC | COM | 453 | $1,595,657 | 9,262 | 0.00 | 0.00 | 2,993 | 47.74 | 12-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 454 | $1,562,075 | 9,254 | 0.00 | 0.00 | -86 | -0.92 | 03-31-2024 |