Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CETERA INVESTMENT ADVISERS | COM | 451 | $269,028 | 2,164 | 0.00 | 0.00 | -2,843 | -56.78 | 12-31-2023 |
QUOTIENT WEALTH PARTNERS LLC | COM | 452 | $281,773 | 2,161 | 0.00 | 2,161 | +Inf | 03-31-2024 | |
CAPTRUST FINANCIAL ADVISORS | Stock | 453 | $280,338 | 2,150 | 0.00 | 0.00 | -760 | -26.12 | 03-31-2024 |
HOYLECOHEN LLC | COM | 454 | $279,818 | 2,146 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |