Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CETERA ADVISORS LLC | COM | 551 | $20,684,527 | 206,887 | 0.00 | 0.00 | 8,019 | 4.03 | 12-31-2023 |
INTEGRATED WEALTH CONCEPTS LLC | Common Stock | 552 | $23,973,606 | 206,237 | 0.00 | 0.00 | 4,244 | 2.10 | 03-31-2024 |
AMERICANA PARTNERS LLC | COM | 553 | $23,931,369 | 205,879 | 0.00 | 0.00 | 11,921 | 6.15 | 03-31-2024 |
FRONTIER WEALTH MANAGEMENT LLC | COM | 554 | $17,613,000 | 205,765 | 0.22 | 0.22 | 0 | 0.00 | 06-30-2022 |