Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DAVID J YVARS GROUP | COM | 51 | $940,556 | 113,962 | 0.00 | 0.00 | -82,059 | -41.86 | 03-31-2024 |
ATRIA WEALTH SOLUTIONS INC | COM | 52 | $881,597 | 106,853 | 0.00 | 0.00 | -23,731 | -18.17 | 03-31-2024 |
WEALTHTRUST AXIOM LLC | COM | 53 | $878,053 | 106,431 | 0.00 | 0.00 | -3,216 | -2.93 | 03-31-2024 |
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | COM | 54 | $797,685 | 96,689 | 0.00 | 0.00 | 11,928 | 14.07 | 03-31-2024 |