Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MIDWEST FINANCIAL GROUP LLC | COM SH BEN INT | Liquidated | $0 | 0 | 0.00 | 0.00 | -791 | -4.74 | 03-31-2024 |
NBC SECURITIES INC | CEF | 152 | $252,000 | 15,433 | 0.02 | 0.02 | 47 | 0.31 | 03-31-2024 |
CETERA INVESTMENT ADVISERS | COM SH BEN INT | 153 | $227,466 | 15,297 | 0.00 | 0.00 | 314 | 2.10 | 12-31-2023 |
TFG ADVISERS LLC | COM SH BEN INT | 154 | $247,954 | 15,147 | 0.00 | 0.00 | 46 | 0.30 | 03-31-2024 |