Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MERIT FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 69 | 0.68 | 12-31-2023 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | COM | 102 | $110,933 | 10,094 | 0.00 | 0.00 | -1,211 | -10.71 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 103 | $103,526 | 9,420 | 0.00 | 0.00 | -121 | -1.27 | 03-31-2024 |
MCF ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 30 | 0.95 | 12-31-2023 |