Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 751 | $124,477 | 4,615 | 0.00 | 0.00 | 179 | 4.04 | 12-31-2023 |
LAZARD ASSET MANAGEMENT LLC | Common Stock | 752 | $123,000 | 4,596 | 0.00 | 0.00 | 4,381 | 2037.67 | 12-31-2023 |
CLEARSTEAD ADVISORS LLC | COM | 753 | $135,556 | 4,592 | 0.00 | 0.00 | -17 | -0.37 | 03-31-2024 |
SNOWDEN CAPITAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,164 | -32.11 | 03-31-2024 |