Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SRS CAPITAL ADVISORS INC | COM NEW | 1101 | $3,759 | 59 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 5 | 9.62 | 03-31-2024 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM NEW | 1103 | $3,600 | 56 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINTRUST CAPITAL ADVISORS LLC | COM NEW | 1104 | $3,249 | 51 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |