Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTELLIGENCE DRIVEN ADVISERS LLC | COM | 801 | $726,233 | 5,236 | 0.00 | 0.00 | -1 | -0.02 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 802 | $647,502 | 5,218 | 0.00 | 0.00 | 2,299 | 78.76 | 12-31-2023 |
DEEPCURRENTS INVESTMENT GROUP LLC | COM | 803 | $485,067,000 | 5,199 | 0.02 | 5,199 | +Inf | 09-30-2023 | |
ADVISOR RESOURCE COUNCIL | COM | 804 | $640,801 | 5,164 | 0.00 | 0.00 | -12,263 | -70.37 | 03-31-2024 |