Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AE WEALTH MANAGEMENT LLC | COM | 651 | $223,495 | 1,143 | 0.00 | 0.00 | -2,641 | -69.79 | 12-31-2023 |
CORIENT CAPITAL PARTNERS LLC | COM | 652 | $245,000 | 1,122 | 0.02 | 0.02 | -180 | -13.82 | 09-30-2022 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 653 | $189,225 | 1,104 | 0.00 | 0.00 | -1,541 | -58.26 | 03-31-2024 |
SIMPLICITY SOLUTIONS LLC | COM | 654 | $238,027 | 1,097 | 0.00 | 1,097 | +Inf | 12-31-2023 |