Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CERITY PARTNERS LLC | Equities | 551 | $833,301 | 7,386 | 0.00 | 7,386 | +Inf | 03-31-2024 | |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 552 | $832,704 | 7,380 | 0.00 | 0.00 | -36 | -0.49 | 03-31-2024 |
CETERA INVESTMENT ADVISERS | COM | 553 | $791,465 | 7,293 | 0.00 | 0.00 | -5,722 | -43.96 | 12-31-2023 |
IFRAH FINANCIAL SERVICES INC | COM | 554 | $818,101 | 7,251 | 0.00 | 0.00 | 2,508 | 52.88 | 03-31-2024 |