Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEVEL FOUR ADVISORY SERVICES LLC | COM | 1251 | $646,442 | 2,651 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARSONS CAPITAL MANAGEMENT INC/RI | COM | 1252 | $655,001 | 2,647 | 0.00 | 0.00 | -84 | -3.08 | 03-31-2024 |
SYON CAPITAL LLC | Stock | 1253 | $654,593 | 2,645 | 0.00 | 0.00 | 778 | 41.67 | 03-31-2024 |
COHO PARTNERS LTD | COM | 1254 | $642,736 | 2,636 | 0.00 | 0.00 | -300 | -10.22 | 12-31-2023 |