Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHCARE ADVISORY PARTNERS LLC | COM | 101 | $207,166 | 20,016 | 0.00 | 0.00 | -1,520 | -7.06 | 03-31-2024 |
CETERA INVESTMENT ADVISERS | COM | 102 | $199,990 | 19,742 | 0.00 | 0.00 | 1,346 | 7.32 | 12-31-2023 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | COM | 103 | $263,000 | 19,683 | 0.02 | 0.02 | 1,063 | 5.71 | 09-30-2021 |
NOMURA HOLDINGS INC | COM | 104 | $190,045 | 19,100 | 0.00 | 19,100 | +Inf | 06-30-2023 |