Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWEDGE WEALTH LLC | COM | 1151 | $239,781 | 8,582 | 0.00 | 8,582 | +Inf | 03-31-2024 | |
ARGI INVESTMENT SERVICES LLC | COM | 1152 | $214,000 | 8,576 | 0.01 | 0.01 | -723 | -7.78 | 09-30-2022 |
HIGHLANDER CAPITAL MANAGEMENT LLC | Equities | 1153 | $257,270 | 8,550 | 0.00 | 0.09 | 0 | 0.00 | 12-31-2023 |
CITIZENS FINANCIAL GROUP INC/RI | COM | 1154 | $256,834 | 8,536 | 0.00 | 0.01 | -2,522 | -22.81 | 03-31-2024 |