Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLARITY CAPITAL PARTNERS LLC | COM | 2351 | $6,358,352 | 7,037 | 0.00 | 7,037 | +Inf | 03-31-2024 | |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 2352 | $6,350,019 | 7,027 | 0.00 | 0.00 | 1,010 | 16.79 | 03-31-2024 |
JOURNEY STRATEGIC WEALTH LLC | COM | 2353 | $6,345,569 | 7,023 | 0.00 | 0.00 | 1,373 | 24.30 | 03-31-2024 |
SMITH ANGLIN FINANCIAL LLC | COM | 2354 | $6,338,553 | 7,015 | 0.00 | 0.00 | -175 | -2.43 | 03-31-2024 |