Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INDEPENDENT ADVISOR ALLIANCE | COM | 151 | $528,448 | 6,713 | 0.00 | 0.00 | -826 | -10.96 | 03-31-2024 |
AMERIPRISE FINANCIAL INC | COM | 152 | $479,487 | 6,631 | 0.00 | 0.00 | -398 | -5.66 | 12-31-2023 |
CETERA INVESTMENT ADVISERS | COM | 153 | $465,532 | 6,438 | 0.00 | 0.00 | -424 | -6.18 | 12-31-2023 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | COM | 154 | $501,683 | 6,373 | 0.00 | 0.00 | -556 | -8.02 | 03-31-2024 |