Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KULA INVESTMENTS LLC | COM | 551 | $551,557 | 2,453 | 0.00 | 2,453 | +Inf | 03-31-2023 | |
BRINKER CAPITAL INVESTMENTS LLC | COM | 552 | $405,533 | 2,444 | 0.00 | 0.01 | 27 | 1.12 | 12-31-2022 |
WILLIAMSON LEGACY GROUP LLC | Stock | 553 | $763,114 | 2,439 | 0.00 | 0.00 | -10 | -0.41 | 03-31-2024 |
KESTRA ADVISORY SERVICES LLC | COM | 554 | $762,176 | 2,436 | 0.00 | 0.00 | 479 | 24.48 | 03-31-2024 |