Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
&PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 29 | 0.25 | 03-31-2024 |
HIGHTOWER ADVISORS LLC | COM | 102 | $108,000 | 11,501 | 0.00 | 0.00 | -3,949 | -25.56 | 03-31-2024 |
ADVISORY SERVICES NETWORK LLC | CEF | 103 | $108,963 | 11,494 | 0.00 | 0.00 | -829 | -6.73 | 03-31-2024 |
TRADITION WEALTH MANAGEMENT LLC | COM | 104 | $107,550 | 11,345 | 0.00 | 11,345 | +Inf | 03-31-2024 |