Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATRIA WEALTH SOLUTIONS INC | CL A | 851 | $2,806,569 | 16,587 | 0.00 | 0.00 | -31 | -0.19 | 03-31-2024 |
PARADIGM FINANCIAL PARTNERS LLC | CL A | 852 | $2,768,276 | 16,360 | 0.00 | 0.00 | 1,554 | 10.50 | 03-31-2024 |
ADVISORS ASSET MANAGEMENT INC | CL A | 853 | $2,735,787 | 16,168 | 0.00 | 0.00 | 3,096 | 23.68 | 03-31-2024 |
OVERSEA-CHINESE BANKING CORP LTD | CL A | 854 | $2,812,161 | 16,163 | 0.00 | 0.00 | 2,228 | 15.99 | 09-30-2023 |