Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ONEDIGITAL INVESTMENT ADVISORS LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -107 | -7.40 | 12-31-2023 |
SEQUOIA FINANCIAL ADVISORS LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 124 | 10.40 | 03-31-2024 |
CAAS CAPITAL MANAGEMENT LP | COM NEW | Liquidated | $0 | 0 | 0.00 | 1,300 | +Inf | 12-31-2023 | |
MORAN WEALTH MANAGEMENT LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 1,285 | +Inf | 03-31-2024 |