Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSTITUTE FOR WEALTH MANAGEMENT LLC | COM | 901 | $872,515 | 2,616 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ATRIA WEALTH SOLUTIONS INC | COM | 902 | $871,517 | 2,608 | 0.00 | 0.00 | 79 | 3.12 | 03-31-2024 |
MANCHESTER FINANCIAL INC | COM | 903 | $866,178 | 2,597 | 0.00 | 0.00 | -747 | -22.34 | 03-31-2024 |
VAN ECK ASSOCIATES CORP | COM | Liquidated | $0 | 0 | 0.00 | 2,585 | +Inf | 03-31-2024 |