Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 1001 | $11,331 | 185 | 0.00 | 0.00 | -157 | -45.91 | 12-31-2023 |
ALLWORTH FINANCIAL LP | CL B | 1002 | $12,056 | 183 | 0.00 | 0.00 | 81 | 79.41 | 06-30-2023 |
ROSENBERG MATTHEW HAMILTON | Stock | 1003 | $11,383 | 179 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CAITLIN JOHN LLC | CL B | 1004 | $10,768 | 176 | 0.00 | 176 | +Inf | 12-31-2023 |