Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CURATED WEALTH PARTNERS LLC | COM | 251 | $219,106 | 3,107 | 0.00 | 0.00 | -198 | -5.99 | 03-31-2024 |
VIRTU FINANCIAL LLC | COM | 252 | $207,000 | 3,060 | 0.02 | 3,060 | +Inf | 12-31-2023 | |
AVANTAX ADVISORY SERVICES INC | COM | 253 | $208,457 | 2,956 | 0.00 | 2,956 | +Inf | 03-31-2024 | |
ARGENT TRUST CO | COMMON STOCK | 254 | $207,046 | 2,936 | 0.00 | 2,936 | +Inf | 03-31-2024 |