Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
1858 WEALTH MANAGEMENT LLC | COM | 851 | $377,551 | 1,835 | 0.00 | 1,835 | +Inf | 03-31-2024 | |
VIDENT ADVISORY LLC | COM | 852 | $375,724 | 1,834 | 0.00 | 0.00 | 444 | 31.94 | 03-31-2024 |
AVESTAR CAPITAL LLC | COM | 853 | $375,157 | 1,824 | 0.00 | 0.00 | -261 | -12.52 | 03-31-2024 |
MOUNT YALE INVESTMENT ADVISORS LLC | COM | 854 | $325,155 | 1,816 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |