Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FLAGSHIP HARBOR ADVISORS LLC | COM | 1451 | $4,958,550 | 42,658 | 0.00 | 0.00 | 5,702 | 15.43 | 03-31-2024 |
BCGM WEALTH MANAGEMENT LLC | COM | 1452 | $4,263,884 | 42,647 | 0.00 | 0.00 | 1,046 | 2.51 | 12-31-2023 |
STRATOS WEALTH ADVISORS LLC | COM | 1453 | $4,944,872 | 42,540 | 0.00 | 0.00 | -15,172 | -26.29 | 03-31-2024 |
MAGNETAR FINANCIAL LLC | COM | 1454 | $4,244,651,000 | 42,455 | 0.11 | 42,455 | +Inf | 12-31-2023 |