Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASTORIA PORTFOLIO ADVISORS LLC | COM | 151 | $88,456 | 21,111 | 0.00 | 0.00 | -222 | -1.04 | 03-31-2024 |
CYNDEO WEALTH PARTNERS LLC | COM | 152 | $86,126 | 21,006 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NATIONS FINANCIAL GROUP INC /IA/ /ADV | CEF | 153 | $89,662 | 20,949 | 0.00 | 0.00 | -420 | -1.97 | 03-31-2024 |
TOWNSQUARE CAPITAL LLC | COM | 154 | $80,126 | 19,543 | 0.00 | 0.00 | 8,824 | 82.32 | 12-31-2023 |