Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | COM | 551 | $695,000 | 9,820 | 0.00 | 0.00 | 2,518 | 34.48 | 03-31-2024 |
PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC | COM | 552 | $685,086 | 9,686 | 0.00 | 0.00 | 396 | 4.26 | 03-31-2024 |
CONTINUUM ADVISORY LLC | COM | 553 | $687,376 | 9,615 | 0.00 | 0.00 | 829 | 9.44 | 12-31-2023 |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 554 | $678,867 | 9,598 | 0.00 | 0.00 | -8,031 | -45.56 | 03-31-2024 |