Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PFS PARTNERS LLC | COM | 1451 | $17,430 | 67 | 0.00 | 67 | +Inf | 03-31-2024 | |
MV CAPITAL MANAGEMENT INC | COM | 1452 | $16,368 | 63 | 0.00 | 0.00 | 3 | 5.00 | 03-31-2024 |
TYLER-STONE WEALTH MANAGEMENT | COM | 1453 | $16,107 | 62 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EARNEST PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |