Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST MANHATTAN CO LLC | COM | 751 | $483,000 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SIGNATUREFD LLC | COM | 752 | $481,744 | 4,987 | 0.00 | 0.00 | -219 | -4.21 | 03-31-2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 753 | $479,716 | 4,966 | 0.00 | 0.00 | 4,898 | 7202.94 | 03-31-2024 |
NICOLET ADVISORY SERVICES LLC | COM | 754 | $393,930 | 4,843 | 0.00 | 0.00 | 888 | 22.45 | 12-31-2023 |