Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DAYMARK WEALTH PARTNERS LLC | COM STK | 1701 | $752,322 | 13,726 | 0.00 | 0.00 | 239 | 1.77 | 03-31-2024 |
PETRUS TRUST COMPANY LTA | COM STK | 1702 | $749,308 | 13,671 | 0.00 | 0.00 | 7,920 | 137.72 | 03-31-2024 |
INSIGNEO ADVISORY SERVICES LLC | COM STK | 1703 | $747,209 | 13,574 | 0.00 | 0.00 | 386 | 2.93 | 03-31-2024 |
WATERFRONT WEALTH INC | COM STK | 1704 | $667,193 | 13,505 | 0.00 | 0.00 | 454 | 3.48 | 03-31-2024 |