Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRESSET ASSET MANAGEMENT LLC | COM | 701 | $742,654 | 789 | 0.00 | 0.00 | 83 | 11.76 | 03-31-2024 |
CETERA ADVISORS LLC | COM | 702 | $527,391 | 789 | 0.00 | 0.00 | 367 | 86.97 | 12-31-2023 |
BLUESHIFT ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,420 | -64.34 | 03-31-2024 |
PROSPERITY WEALTH MANAGEMENT INC | COM | 704 | $734,183 | 780 | 0.00 | 780 | +Inf | 03-31-2024 |