Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | COM | 751 | $1,751,085 | 9,242 | 0.00 | 0.00 | -253 | -2.66 | 12-31-2023 |
VISE TECHNOLOGIES INC | COM | 752 | $1,901,010 | 9,229 | 0.00 | 0.00 | 4,535 | 96.61 | 03-31-2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | COM | 753 | $1,891,308 | 9,182 | 0.00 | 9,182 | +Inf | 03-31-2024 | |
HB WEALTH MANAGEMENT LLC | COM | 754 | $1,886,916 | 9,160 | 0.00 | 0.00 | 1,079 | 13.35 | 03-31-2024 |