Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALLEY NATIONAL ADVISERS INC | COM | 2551 | $36,000 | 184 | 0.01 | 0.01 | 7 | 3.95 | 03-31-2024 |
DOUGHERTY WEALTH ADVISERS LLC | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LANSING STREET ADVISORS | REIT | 2553 | $34,474 | 178 | 0.00 | 0.00 | 1 | 0.56 | 06-30-2023 |
RATIONAL ADVISORS LLC | COM | 2554 | $28,943 | 176 | 0.00 | 0.00 | -6 | -3.30 | 09-30-2023 |