Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CEDAR BROOK FINANCIAL PARTNERS LLC | SHS | 501 | $357,903 | 17,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CETERA ADVISORS LLC | SHS | 502 | $342,504 | 17,091 | 0.00 | 0.00 | -4,968 | -22.52 | 12-31-2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | SHS | 503 | $357,191 | 17,066 | 0.00 | 0.00 | -46,198 | -73.02 | 03-31-2024 |
IEQ CAPITAL LLC | SHS | 504 | $340,910 | 17,012 | 0.00 | 0.00 | -3,451 | -16.86 | 12-31-2023 |