Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TCTC HOLDINGS LLC | COM | 1301 | $231,309 | 900 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SYNTAX ADVISORS LLC | COM | 1302 | $231,052 | 899 | 0.00 | 0.00 | 157 | 21.16 | 09-30-2023 |
WEALTHSOURCE PARTNERS LLC | COM | 1303 | $248,559 | 894 | 0.00 | 894 | +Inf | 03-31-2023 | |
DYNAMIC ADVISOR SOLUTIONS LLC | COM | 1304 | $203,330 | 877 | 0.00 | 0.00 | -454 | -34.11 | 06-30-2024 |