Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHEMISTRY WEALTH MANAGEMENT LLC | COM | 751 | $3,142,583 | 6,060 | 0.00 | 0.00 | 358 | 6.28 | 03-31-2024 |
LESTER MURRAY ANTMAN DBA SIMPLYRICH | COM | 752 | $3,141,000 | 6,056 | 1.01 | 0.98 | 14 | 0.23 | 03-31-2024 |
CETERA ADVISORS LLC | COM | 753 | $2,811,797 | 5,963 | 0.00 | 0.00 | 1,372 | 29.88 | 12-31-2023 |
IMA WEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -174 | -2.84 | 12-31-2023 |