Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUND INCOME STRATEGIES LLC | COM | 1801 | $870,074 | 9,520 | 0.00 | 0.00 | 7,031 | 282.48 | 03-31-2024 |
CANNELL & SPEARS LLC | COM | 1802 | $869,028 | 9,509 | 0.00 | 0.00 | -1,508 | -13.69 | 03-31-2024 |
HBK SORCE ADVISORY LLC | COM | 1803 | $868,860 | 9,507 | 0.00 | 0.00 | 967 | 11.32 | 03-31-2024 |
STAR FINANCIAL BANK | Common Stock | 1804 | $863,727 | 9,451 | 0.00 | 0.00 | 29 | 0.31 | 03-31-2024 |