Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALPHA PARADIGM PARTNERS LLC | COM | 651 | $157,000 | 2,397 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
COLUMN CAPITAL ADVISORS LLC | Stock | 652 | $223,879 | 2,384 | 0.00 | 0.00 | 1 | 0.04 | 09-30-2023 |
CURATED WEALTH PARTNERS LLC | COM | 653 | $332,799 | 2,368 | 0.00 | 0.00 | 350 | 17.34 | 03-31-2024 |
ADVISORY SERVICES NETWORK LLC | Stock | 654 | $331,042 | 2,355 | 0.00 | 0.00 | 6 | 0.26 | 03-31-2024 |