Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ORION PORTFOLIO SOLUTIONS LLC | COM | 451 | $146,024 | 37,635 | 0.00 | 0.00 | 26,042 | 224.64 | 03-31-2024 |
CETERA INVESTMENT ADVISERS | COM | 452 | $205,144 | 37,503 | 0.00 | 0.00 | -1,410 | -3.62 | 12-31-2023 |
TWO SIGMA SECURITIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -18,959 | -33.90 | 12-31-2023 |
TRINITYPOINT WEALTH LLC | COM | 454 | $141,345 | 36,429 | 0.00 | 0.00 | -6,084 | -14.31 | 03-31-2024 |