Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | COM | 351 | $34,000 | 487 | 0.00 | 0.00 | 3 | 0.62 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | COM | 352 | $19,000 | 450 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
TOWER RESEARCH CAPITAL LLC (TRC) | COM | 353 | $29,773 | 431 | 0.00 | 0.00 | -14,371 | -97.09 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 354 | $7,000 | 424 | 0.00 | 424 | +Inf | 09-30-2022 |