Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHICAGO PARTNERS INVESTMENT GROUP LLC | COM | 1151 | $7,423,837 | 61,339 | 0.00 | 0.00 | 494 | 0.81 | 03-31-2024 |
CORNERSTONE WEALTH MANAGEMENT LLC | COM | 1152 | $7,122,176 | 61,271 | 0.00 | 0.00 | 802 | 1.33 | 03-31-2024 |
SHUFRO ROSE & CO LLC | COM | 1153 | $7,186,373 | 61,119 | 0.00 | 0.00 | -700 | -1.13 | 12-31-2023 |
SEMMAX FINANCIAL ADVISORS INC | COM | 1154 | $6,381,226 | 60,866 | 0.00 | 3.03 | -6,472 | -9.61 | 09-30-2023 |