Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | COM | 451 | $503,000 | 2,053 | 0.04 | 0.04 | 417 | 25.49 | 06-30-2021 |
ADVISORS ASSET MANAGEMENT INC | COM | 452 | $187,453 | 2,034 | 0.00 | 0.00 | -918 | -31.10 | 03-31-2024 |
OSAIC HOLDINGS INC | COM | 453 | $186,412 | 1,961 | 0.00 | 0.00 | -2,020 | -50.74 | 12-31-2023 |
CETERA TRUST COMPANY NA | COM | 454 | $166,810 | 1,810 | 0.00 | 0.00 | -450 | -19.91 | 03-31-2024 |