Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CASTLE ROCK WEALTH MANAGEMENT LLC | COM | 701 | $1,118,355 | 7,978 | 0.00 | 0.00 | 645 | 8.80 | 03-31-2024 |
NEWEDGE WEALTH LLC | COM | 702 | $1,124,617 | 7,956 | 0.00 | 0.00 | -751 | -8.63 | 03-31-2024 |
RITHOLTZ WEALTH MANAGEMENT | COM | 703 | $1,243,067 | 7,943 | 0.00 | 0.00 | 4,451 | 127.46 | 03-31-2024 |
PALOMA PARTNERS MANAGEMENT CO | COM | 704 | $1,237,835 | 7,910 | 0.00 | 0.00 | -25,190 | -76.10 | 03-31-2024 |