Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WALDRON PRIVATE WEALTH LLC | COM | 501 | $238,000 | 2,738 | 0.01 | 2,738 | +Inf | 12-31-2023 | |
APTUS CAPITAL ADVISORS LLC | COM | 502 | $234,447 | 2,688 | 0.00 | 2,688 | +Inf | 12-31-2023 | |
B RILEY WEALTH ADVISORS INC | COM | 503 | $232,130 | 2,661 | 0.00 | 2,661 | +Inf | 12-31-2023 | |
JACKSON SQUARE CAPITAL LLC | COM | 504 | $221,656 | 2,581 | 0.00 | 0.00 | -122 | -4.51 | 03-31-2024 |