Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MRA ADVISORY GROUP | COM | 601 | $503,744 | 1,950 | 0.00 | 0.00 | -1,521 | -43.82 | 12-31-2023 |
STRATEGIC WEALTH PARTNERS LTD | COM | 602 | $436,434 | 1,941 | 0.00 | 0.06 | -1,116 | -36.51 | 03-31-2023 |
DAI-ICHI LIFE INSURANCE COMPANY LTD | COM | 603 | $378,143 | 1,938 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
SEACREST WEALTH MANAGEMENT LLC | COM | 604 | $595,724 | 1,904 | 0.00 | 0.00 | 339 | 21.66 | 03-31-2024 |