Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE ADVISOR GROUP LLC | COM | 301 | $928,659 | 5,513 | 0.00 | 0.00 | 3,151 | 133.40 | 03-31-2024 |
LEIBMAN FINANCIAL SERVICES INC | COM | 302 | $916,818 | 5,443 | 0.00 | 5,443 | +Inf | 03-31-2024 | |
BRYN MAWR TRUST CO | COMMON STOCK | 303 | $835,972 | 5,325 | 0.00 | 0.03 | -248 | -4.45 | 09-30-2023 |
AVANTAX ADVISORY SERVICES INC | COM | 304 | $892,468 | 5,298 | 0.00 | 0.00 | 4,200 | 382.51 | 03-31-2024 |