Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOURNEY ADVISORY GROUP LLC | COM | 1401 | $2,439,270 | 48,543 | 0.00 | 0.00 | 804 | 1.68 | 12-31-2023 |
FREEDOM INVESTMENT MANAGEMENT INC | COM | 1402 | $1,705,809 | 47,983 | 0.00 | 0.00 | -7,398 | -13.36 | 09-30-2023 |
CHICAGO PARTNERS INVESTMENT GROUP LLC | COM | 1403 | $1,641,719 | 47,891 | 0.00 | 0.00 | 854 | 1.82 | 03-31-2024 |
EXANE DERIVATIVES | STOCK | 1404 | $1,787,579 | 47,794 | 0.00 | 0.00 | 19,217 | 67.25 | 06-30-2022 |