Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
APELLA CAPITAL LLC | COM | 701 | $354,522 | 5,913 | 0.00 | 0.00 | -97 | -1.61 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 702 | $352,881 | 5,904 | 0.00 | 0.00 | -103 | -1.71 | 03-31-2024 |
JW COLE ADVISORS INC | COM | 703 | $351,963 | 5,888 | 0.00 | 0.00 | 121 | 2.10 | 03-31-2024 |
BLEAKLEY FINANCIAL GROUP LLC | COM | 704 | $351,131 | 5,875 | 0.00 | 0.00 | -776 | -11.67 | 03-31-2024 |