Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DYNAMIC ADVISOR SOLUTIONS LLC | COM | 1101 | $452,832 | 659 | 0.00 | 0.00 | 18 | 2.81 | 03-31-2024 |
ADVISORNET FINANCIAL INC | Stock | 1102 | $452,066 | 658 | 0.00 | 0.00 | -10 | -1.50 | 03-31-2024 |
GELLER ADVISORS LLC | COM | 1103 | $452,066 | 658 | 0.00 | 0.00 | -32 | -4.64 | 03-31-2024 |
RESURGENT FINANCIAL ADVISORS LLC | COM | 1104 | $451,379 | 657 | 0.00 | 0.00 | 20 | 3.14 | 03-31-2024 |