Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WELLS FARGO & COMPANY/MN | COM | 201 | $1,022,872 | 9,879 | 0.00 | 0.00 | 1,269 | 14.74 | 03-31-2024 |
AVANTAX ADVISORY SERVICES INC | COM | 202 | $1,000,056 | 9,659 | 0.00 | 0.00 | 988 | 11.39 | 03-31-2024 |
KESTRA PRIVATE WEALTH SERVICES LLC | COM | 203 | $1,017,372 | 9,656 | 0.00 | 0.00 | 3,743 | 63.30 | 03-31-2024 |
TWO SIGMA SECURITIES LLC | COM | 204 | $989,014 | 9,552 | 0.00 | 9,552 | +Inf | 03-31-2024 |