Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANCORA ADVISORS LLC | COM | 951 | $23,325 | 367 | 0.00 | 0.00 | 3 | 0.82 | 09-30-2023 |
CLEARSTEAD ADVISORS LLC | CL B | 952 | $21,507 | 366 | 0.00 | 0.00 | 42 | 12.96 | 03-31-2024 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 953 | $23,605 | 351 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | CL B | 954 | $19,000 | 350 | 0.00 | 0.00 | -6 | -1.69 | 06-30-2021 |