Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWEDGE WEALTH LLC | COM | 1701 | $1,043,117 | 9,392 | 0.00 | 0.00 | -2,081 | -18.14 | 09-30-2023 |
QUADRANT CAPITAL GROUP LLC | COM | 1702 | $1,358,276 | 9,391 | 0.00 | 0.00 | 973 | 11.56 | 12-31-2023 |
NEXT FINANCIAL GROUP INC | COM | 1703 | $1,340,000 | 9,376 | 0.11 | 0.10 | 1,123 | 13.61 | 06-30-2021 |
UNITED CAPITAL MANAGEMENT OF KS INC | COM | 1704 | $1,584,683 | 9,360 | 0.00 | 0.00 | 303 | 3.35 | 03-31-2024 |