Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OSAIC HOLDINGS INC | COM | 201 | $394,232 | 8,582 | 0.00 | 0.00 | -1,479 | -14.70 | 12-31-2023 |
RADNOR CAPITAL MANAGEMENT LLC | COM | 202 | $386,000 | 8,550 | 0.07 | 0.07 | 0 | 0.00 | 03-31-2024 |
MML INVESTORS SERVICES LLC | COM | 203 | $392,000 | 8,544 | 0.00 | 0.00 | 564 | 7.07 | 12-31-2023 |
INDEXIQ ADVISORS LLC | COM | 204 | $383,000 | 8,212 | 0.01 | 8,212 | +Inf | 03-31-2022 |