Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAYMOND JAMES TRUST NA | ETF / CLOSED EN | 101 | $140,274 | 12,683 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ALLWORTH FINANCIAL LP | COM NEW | 102 | $115,718 | 11,820 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
SEACREST WEALTH MANAGEMENT LLC | COM NEW | 103 | $130,696 | 11,817 | 0.00 | 0.00 | -3,030 | -20.41 | 03-31-2024 |
CORIENT PRIVATE WEALTH LLC | COM NEW | 104 | $130,475 | 11,797 | 0.00 | 0.00 | -11,266 | -48.85 | 03-31-2024 |