Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COWEN PRIME ADVISORS LLC | Stock | 751 | $482,600 | 38,000 | 0.00 | 0.20 | 0 | 0.00 | 06-30-2023 |
STRATEGIC WEALTH ADVISORS GROUP LLC | COM UT LTD PTN | 752 | $418,000 | 37,940 | 0.02 | 0.02 | 100 | 0.26 | 09-30-2022 |
VISIONARY WEALTH ADVISORS | COM UT LTD PTN | 753 | $596,334 | 37,911 | 0.00 | 0.00 | 221 | 0.59 | 03-31-2024 |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 754 | $595,074 | 37,831 | 0.00 | 0.00 | -329 | -0.86 | 03-31-2024 |