Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVANTAX ADVISORY SERVICES INC | COM SH BEN INT | 151 | $103,957 | 12,540 | 0.00 | 0.00 | 1,075 | 9.38 | 03-31-2024 |
CENTAURUS FINANCIAL INC | COM SH BEN INT | Liquidated | $0 | 0 | 0.01 | 0.01 | -4,321 | -26.50 | 03-31-2024 |
ATOMI FINANCIAL GROUP INC | COM SH BEN INT | 153 | $97,706 | 11,786 | 0.00 | 0.00 | 304 | 2.65 | 03-31-2024 |
QUAD-CITIES INVESTMENT GROUP LLC | COM SH BEN INT | 154 | $95,772 | 11,553 | 0.00 | 0.00 | 146 | 1.28 | 03-31-2024 |