Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWPORT CAPITAL GROUP LLC | COM | 551 | $432,282 | 8,788 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
IEQ CAPITAL LLC | COM | 552 | $396,978 | 8,779 | 0.00 | 0.00 | -66 | -0.75 | 12-31-2023 |
BELPOINTE ASSET MANAGEMENT LLC | COM | 553 | $470,154 | 8,761 | 0.00 | 0.00 | 368 | 4.38 | 03-31-2024 |
MY LEGACY ADVISORS LLC | COM | 554 | $396,478 | 8,760 | 0.00 | 0.00 | -70 | -0.79 | 12-31-2023 |