Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPPENHEIMER & CO INC | COM | 151 | $109,569 | 11,090 | 0.00 | 0.00 | -5,155 | -31.73 | 12-31-2023 |
PRINCIPLE WEALTH PARTNERS LLC | COM | 152 | $116,160 | 11,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ADVISORY SERVICES NETWORK LLC | CEF | 153 | $116,160 | 11,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MML INVESTORS SERVICES LLC | COM | 154 | $115,000 | 10,903 | 0.00 | 0.00 | 274 | 2.58 | 03-31-2024 |