Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATUREFD LLC | COM NEW | 701 | $216,262 | 3,395 | 0.00 | 0.00 | 1,245 | 57.91 | 03-31-2024 |
US ASSET MANAGEMENT LLC | COM | 702 | $216,000 | 3,390 | 0.19 | 0.21 | -47 | -1.37 | 03-31-2024 |
CETERA ADVISORS LLC | COM NEW | 703 | $213,041 | 3,379 | 0.00 | 0.00 | -658 | -16.30 | 12-31-2023 |
LION STREET ADVISORS LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 775 | 29.93 | 03-31-2024 |