Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIDO ADVISORS LLC | COM | 951 | $246,348 | 832 | 0.00 | 0.00 | -25 | -2.92 | 03-31-2024 |
SIMPLICITY WEALTHLLC | COM | 952 | $246,160 | 831 | 0.00 | 831 | +Inf | 03-31-2024 | |
SILVERCREST ASSET MANAGEMENT GROUP LLC | COM | 953 | $245,863 | 830 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RWA WEALTH PARTNERS LLC | COM | 954 | $245,432 | 829 | 0.00 | 0.00 | 1 | 0.12 | 03-31-2024 |