Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCETON GLOBAL ASSET MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 34 | +Inf | 03-31-2024 | |
NORTHWEST FINANCIAL ADVISORS | CL A | 1502 | $5,675 | 33 | 0.00 | 33 | +Inf | 03-31-2024 | |
DT INVESTMENT PARTNERS LLC | CL A | 1503 | $5,160 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | CL A | 1504 | $4,861 | 30 | 0.00 | 0.00 | -61 | -67.03 | 03-31-2024 |