Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERITAS ADVISORY SERVICES LLC | COM | 701 | $472,855 | 800 | 0.00 | 0.00 | -181 | -18.45 | 03-31-2024 |
PROVENIRE CAPITAL LLC | COM | 702 | $464,000 | 797 | 1.57 | 797 | +Inf | 06-30-2021 | |
NEWEDGE WEALTH LLC | COM | 703 | $466,212 | 789 | 0.00 | 0.00 | 121 | 18.11 | 03-31-2024 |
HIGHPOINT ADVISOR GROUP LLC | Common Stock | 704 | $470,000 | 787 | 0.03 | 0.00 | 108 | 15.91 | 03-31-2024 |