Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVANTAX PLANNING PARTNERS INC | COM | 1201 | $4,112,305 | 13,869 | 0.00 | 0.00 | -267 | -1.89 | 12-31-2023 |
CLARO ADVISORS LLC | COM | 1202 | $3,907,567 | 13,859 | 0.00 | 0.00 | 452 | 3.37 | 03-31-2024 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 1203 | $3,900,617 | 13,834 | 0.00 | 0.00 | -413 | -2.90 | 03-31-2024 |
FIRST CITIZENS BANK & TRUST CO | COM | 1204 | $3,885,834 | 13,782 | 0.00 | 0.00 | 7,994 | 138.11 | 03-31-2024 |