Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLARIUS GROUP LLC | COM | 1451 | $1,293,509 | 7,425 | 0.00 | 0.00 | -909 | -10.91 | 03-31-2024 |
UNITED ASSET STRATEGIES INC | COM | 1452 | $1,291,422 | 7,413 | 0.00 | 0.00 | 955 | 14.79 | 03-31-2024 |
AXS INVESTMENTS LLC | EQUITY | 1453 | $1,285,321 | 7,378 | 0.00 | 0.00 | -1,343 | -15.40 | 03-31-2024 |
HERITAGE WEALTH MANAGEMENT LLC | COM | 1454 | $1,283,946 | 7,370 | 0.00 | 0.00 | -184 | -2.44 | 03-31-2024 |