Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EAGLE BAY ADVISORS LLC | equities | Liquidated | $0 | 0 | 0.00 | 454 | +Inf | 12-31-2023 | |
SIGNATUREFD LLC | COM | 452 | $40,221 | 449 | 0.00 | 0.00 | 137 | 43.91 | 09-30-2023 |
ADVISORNET FINANCIAL INC | Stock | 453 | $37,127 | 435 | 0.00 | 0.00 | -11 | -2.47 | 03-31-2024 |
NISA INVESTMENT ADVISORS LLC | XXX | 454 | $36,513 | 427 | 0.00 | 0.00 | -800 | -65.20 | 12-31-2023 |