Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORS ASSET MANAGEMENT INC | COM | 601 | $53,136 | 403 | 0.00 | 0.00 | -25 | -5.84 | 06-30-2024 |
QUADRANT CAPITAL GROUP LLC | COM | 602 | $51,026 | 387 | 0.00 | 0.00 | 105 | 37.23 | 06-30-2024 |
VENTURI WEALTH MANAGEMENT LLC | COM | 603 | $49,445 | 375 | 0.00 | 0.00 | 209 | 125.90 | 06-30-2024 |
ADVISORNET FINANCIAL INC | Stock | 604 | $48,125 | 365 | 0.00 | 0.00 | 60 | 19.67 | 06-30-2024 |