Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ADVISORS INC/OK | COM UT LTD PTN | 251 | $4,971,255 | 316,037 | 0.00 | 0.00 | -104,025 | -24.76 | 03-31-2024 |
KEEBECK WEALTH MANAGEMENT LLC | COM UT LTD PTN | 252 | $4,945,310 | 314,387 | 0.00 | 0.00 | 112,027 | 55.36 | 03-31-2024 |
LIDO ADVISORS LLC | COM UT LTD PTN | 253 | $4,849,842 | 308,318 | 0.00 | 0.00 | 133,925 | 76.79 | 03-31-2024 |
NATIONS FINANCIAL GROUP INC /IA/ /ADV | Stock | 254 | $4,753,730 | 302,207 | 0.00 | 0.00 | -101 | -0.03 | 03-31-2024 |