Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATUREFD LLC | COM | 551 | $30,043 | 6,531 | 0.00 | 0.00 | -4,683 | -41.76 | 09-30-2023 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 552 | $35,520 | 6,400 | 0.00 | 0.00 | -8,740 | -57.73 | 12-31-2023 |
SAGE PRIVATE WEALTH GROUP LLC | COM | 553 | $41,000 | 6,172 | 0.05 | 0.07 | 0 | 0.00 | 09-30-2022 |
PERFORMA LTD (US) LLC | COM | 554 | $31,635 | 5,700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |