Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINCOLN CAPITAL LLC | COM | 901 | $5,561,839 | 22,644 | 0.00 | 1.13 | 3,957 | 21.18 | 12-31-2023 |
PRIME CAPITAL INVESTMENT ADVISORS LLC | Stock | 902 | $5,558,357 | 22,630 | 0.00 | 0.00 | 4,846 | 27.25 | 12-31-2023 |
RITHOLTZ WEALTH MANAGEMENT | COM | 903 | $5,564,885 | 22,628 | 0.00 | 0.00 | 564 | 2.56 | 03-31-2024 |
AMERICANA PARTNERS LLC | COM | 904 | $5,536,029 | 22,539 | 0.00 | 0.00 | -333 | -1.46 | 12-31-2023 |