Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEQUOIA FINANCIAL ADVISORS LLC | SPON ADS | 551 | $66,074 | 14,683 | 0.00 | 0.00 | -1,093 | -6.93 | 03-31-2024 |
BEL AIR INVESTMENT ADVISORS LLC | SPON ADS | 552 | $766,000 | 14,400 | 0.02 | 14,400 | +Inf | 06-30-2021 | |
SIGMA PLANNING CORP | SPON ADS | 553 | $129,850 | 14,316 | 0.00 | 0.00 | -36,328 | -71.73 | 12-31-2023 |
CANTOR FITZGERALD L P | SPON ADS | 554 | $225,000 | 14,259 | 0.00 | 14,259 | +Inf | 09-30-2022 |