Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DFPG INVESTMENTS LLC | COM | 1251 | $3,584,441 | 39,677 | 0.00 | 0.00 | 9,184 | 30.12 | 09-30-2023 |
BRISTLECONE ADVISORS LLC | COM | 1252 | $4,839,893 | 39,555 | 0.00 | 0.00 | 667 | 1.72 | 03-31-2024 |
ALLWORTH FINANCIAL LP | COM | 1253 | $3,527,437 | 39,510 | 0.00 | 0.00 | -1,206 | -2.96 | 06-30-2023 |
VARMA MUTUAL PENSION INSURANCE CO | COM | 1254 | $3,949,027 | 39,439 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |