Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARCUM WEALTH LLC | COM | 651 | $2,468,819 | 4,442 | 0.00 | 0.00 | -2 | -0.05 | 03-31-2024 |
ALPHA DNA INVESTMENT MANAGEMENT LLC | COM | 652 | $1,292,331 | 4,441 | 0.00 | 4,441 | +Inf | 12-31-2022 | |
US CAPITAL WEALTH ADVISORS LLC | COM | 653 | $2,038,598 | 4,425 | 0.00 | 0.00 | -3,103 | -41.22 | 12-31-2023 |
ORION PORTFOLIO SOLUTIONS LLC | COM | 654 | $2,028,581 | 4,423 | 0.00 | 0.00 | -528 | -10.66 | 12-31-2023 |