Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEACREST WEALTH MANAGEMENT LLC | COM | 851 | $592,110 | 4,269 | 0.00 | 0.00 | -8 | -0.19 | 03-31-2024 |
MALAGA COVE CAPITAL LLC | COM | 852 | $588,227 | 4,241 | 0.00 | 0.00 | -166 | -3.77 | 03-31-2024 |
SCHECHTER INVESTMENT ADVISORS LLC | Stock | 853 | $587,486 | 4,236 | 0.00 | 0.00 | 46 | 1.10 | 03-31-2024 |
GREAT LAKES ADVISORS LLC | COM | 854 | $578,102 | 4,168 | 0.00 | 0.00 | 1,915 | 85.00 | 03-31-2024 |