Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MODERN WEALTH MANAGEMENT LLC | COM | 251 | $449,830 | 4,840 | 0.00 | 4,840 | +Inf | 03-31-2024 | |
CONCOURSE FINANCIAL GROUP SECURITIES INC | COM | 252 | $364,952 | 4,807 | 0.00 | 0.00 | 22 | 0.46 | 09-30-2023 |
PUTNAM INVESTMENTS LLC | COMMON STOCK | 253 | $402,588 | 4,738 | 0.00 | 0.00 | -140 | -2.87 | 12-31-2023 |
MML INVESTORS SERVICES LLC | COM | 254 | $409,000 | 4,733 | 0.00 | 0.00 | 202 | 4.46 | 03-31-2024 |