Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DFPG INVESTMENTS LLC | SHS | 1601 | $532,068 | 2,436 | 0.00 | 0.00 | 33 | 1.37 | 09-30-2023 |
APPLETON GROUP LLC | SHS | 1602 | $488,070 | 2,427 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
MODERA WEALTH MANAGEMENT LLC | SHS | 1603 | $757,921 | 2,424 | 0.00 | 0.00 | 98 | 4.21 | 03-31-2024 |
HOURGLASS CAPITAL LLC | SHS | 1604 | $755,748 | 2,417 | 0.00 | 0.00 | 17 | 0.71 | 03-31-2024 |