Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWEDGE WEALTH LLC | COM | 1351 | $257,028 | 1,767 | 0.00 | 1,767 | +Inf | 03-31-2024 | |
WBI INVESTMENTS LLC | COM | 1352 | $290,069 | 1,763 | 0.00 | 1,763 | +Inf | 03-31-2024 | |
M HOLDINGS SECURITIES INC | COM | Liquidated | $0 | 0 | 0.04 | 1,750 | +Inf | 12-31-2023 | |
OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | COM | 1354 | $287,469 | 1,747 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |