Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KESTRA PRIVATE WEALTH SERVICES LLC | COM | 701 | $493,801 | 5,741 | 0.00 | 0.00 | 132 | 2.35 | 03-31-2024 |
INTEGRATED WEALTH CONCEPTS LLC | Common Stock | 702 | $421,971 | 5,731 | 0.00 | 0.00 | 45 | 0.79 | 12-31-2023 |
FIRST CITIZENS BANK & TRUST CO | COM | 703 | $491,260 | 5,711 | 0.00 | 0.00 | 909 | 18.93 | 03-31-2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | COM | 704 | $416,967 | 5,663 | 0.00 | 5,663 | +Inf | 12-31-2023 |