Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEARSTEAD ADVISORS LLC | COM | 751 | $16,274,705 | 20,996 | 0.00 | 0.00 | 582 | 2.85 | 03-31-2024 |
NWAM LLC | COM | 752 | $13,837,288 | 20,963 | 0.00 | 0.95 | -118 | -0.56 | 12-31-2023 |
EVERGREEN CAPITAL MANAGEMENT LLC | COM | 753 | $15,330,997 | 20,926 | 0.00 | 0.00 | -989 | -4.51 | 03-31-2024 |
ORION PORTFOLIO SOLUTIONS LLC | COM | 754 | $15,239,026 | 20,800 | 0.00 | 0.00 | -959 | -4.41 | 03-31-2024 |