Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIME CAPITAL INVESTMENT ADVISORS LLC | Stock | 751 | $497,197 | 7,105 | 0.00 | 0.00 | 3,641 | 105.11 | 12-31-2023 |
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | COM | 752 | $402,911 | 7,091 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
SEQUOIA FINANCIAL ADVISORS LLC | COM | 753 | $567,447 | 7,073 | 0.00 | 7,073 | +Inf | 03-31-2024 | |
TBH GLOBAL ASSET MANAGEMENT LLC | COM | 754 | $490,759 | 7,013 | 0.00 | 0.00 | -278 | -3.81 | 12-31-2023 |