Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTEGRATED INVESTMENT CONSULTANTS LLC | Stock | 501 | $387,921 | 2,031 | 0.00 | 0.00 | -13 | -0.64 | 03-31-2024 |
MORAN WEALTH MANAGEMENT LLC | COM | 502 | $379,135 | 1,985 | 0.00 | 1,985 | +Inf | 03-31-2024 | |
GM ADVISORY GROUP LLC | COM | 503 | $378,783 | 1,983 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TWINBEECH CAPITAL LP | COM | 504 | $275,000 | 1,973 | 0.03 | 0.20 | -8,864 | -81.79 | 06-30-2021 |