Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WBI INVESTMENTS INC | COM STK | Liquidated | $0 | 0 | 0.00 | 11,567 | +Inf | 03-31-2024 | |
HIGHTOWER TRUST COMPANY NA | COM STK | 1802 | $588,836 | 11,546 | 0.00 | 0.08 | -8,147 | -41.37 | 03-31-2023 |
SOUDERS FINANCIAL ADVISORS | COM STK | Liquidated | $0 | 0 | 0.00 | 0.00 | -6,247 | -35.22 | 03-31-2024 |
CONGRESS WEALTH MANAGEMENT LLC / DE / | COM STK | 1804 | $629,497 | 11,485 | 0.00 | 0.00 | 491 | 4.47 | 03-31-2024 |