Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 601 | $931,435 | 24,792 | 0.00 | 0.00 | 5,483 | 28.40 | 03-31-2024 |
DA DAVIDSON & CO | COM | 602 | $925,862 | 24,643 | 0.00 | 0.00 | 1,627 | 7.07 | 03-31-2024 |
ARGYLE CAPITAL MANAGEMENT INC | COM | 603 | $907,654 | 24,159 | 0.00 | 0.00 | -633 | -2.55 | 03-31-2024 |
ADVISORNET FINANCIAL INC | Stock | 604 | $900,089 | 23,958 | 0.00 | 0.00 | -443 | -1.82 | 03-31-2024 |