Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 651 | $9,995 | 103 | 0.00 | 103 | +Inf | 03-31-2024 | |
COWEN PRIME ADVISORS LLC | Stock | 652 | $9,528 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FRAZIER FINANCIAL ADVISORS LLC | CL A | 653 | $9,704 | 100 | 0.00 | 0.00 | 54 | 117.39 | 03-31-2024 |
ASSETMARK INC | CL A | 654 | $9,923 | 98 | 0.00 | 0.00 | 36 | 58.06 | 12-31-2023 |