Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOLOCENE ADVISORS LP | COM | 801 | $204,021 | 1,926 | 0.00 | 1,926 | +Inf | 09-30-2023 | |
OXFORD FINANCIAL GROUP LTD LLC | COM | 802 | $227,755 | 1,916 | 0.00 | 0.00 | -139 | -6.76 | 03-31-2024 |
KINGSVIEW WEALTH MANAGEMENT LLC | COM | 803 | $226,583 | 1,906 | 0.00 | 0.00 | -146 | -7.12 | 03-31-2024 |
NEWEDGE WEALTH LLC | COM | 804 | $226,467 | 1,902 | 0.00 | 1,902 | +Inf | 03-31-2024 |