Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TFG ADVISERS LLC | COM | 801 | $483,013 | 1,770 | 0.00 | 0.00 | -81 | -4.38 | 03-31-2024 |
SIGNATUREFD LLC | COM | 802 | $482,795 | 1,769 | 0.00 | 0.00 | 271 | 18.09 | 03-31-2024 |
SNOWDEN CAPITAL ADVISORS LLC | COM | Liquidated | $481,431 | 1,764 | 0.00 | 0.00 | -195 | -9.95 | 03-31-2024 |
SEQUOIA FINANCIAL ADVISORS LLC | COM | 804 | $479,333 | 1,756 | 0.00 | 0.00 | 661 | 60.37 | 03-31-2024 |