Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEY FINANCIAL INC | COM | 1351 | $382,700 | 3,213 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHLANDING FINANCIAL PARTNERS LLC | COM | 1352 | $394,463 | 3,212 | 0.00 | 0.00 | 16 | 0.50 | 03-31-2024 |
RWA WEALTH PARTNERS LLC | COM | 1353 | $393,697 | 3,206 | 0.00 | 0.00 | -2,196 | -40.65 | 03-31-2024 |
CAAS CAPITAL MANAGEMENT LP | COM | 1354 | $392,960 | 3,200 | 0.00 | 0.00 | -4,600 | -58.97 | 03-31-2024 |