Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PREMIER PATH WEALTH PARTNERS LLC | COM NEW | 901 | $616,831 | 1,738 | 0.00 | 0.00 | -113 | -6.10 | 03-31-2024 |
CIGNA INVESTMENTS INC /NEW | Common Stock | 902 | $617,000 | 1,737 | 0.12 | 0.11 | -22 | -1.25 | 03-31-2024 |
NUWAVE INVESTMENT MANAGEMENT LLC | COM NEW | 903 | $386,000 | 1,725 | 0.44 | 0.06 | 1,506 | 687.67 | 09-30-2022 |
CONCURRENT INVESTMENT ADVISORS LLC | COM NEW | 904 | $608,423 | 1,714 | 0.00 | 0.00 | -755 | -30.58 | 03-31-2024 |