Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEY FINANCIAL INC | SHS CLASS A | 1751 | $1,203,972 | 3,431 | 0.00 | 0.00 | 3,119 | 999.68 | 12-31-2023 |
PARK PLACE CAPITAL CORP | Stock | 1752 | $1,188,872 | 3,430 | 0.00 | 0.00 | -936 | -21.44 | 03-31-2024 |
COPPELL ADVISORY SOLUTIONS LLC | ACN | 1753 | $1,203,271 | 3,429 | 0.00 | 3,429 | +Inf | 12-31-2023 | |
UNITED ASSET STRATEGIES INC | SHS CLASS A | 1754 | $1,185,291 | 3,420 | 0.00 | 0.00 | 247 | 7.78 | 03-31-2024 |