Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORS ASSET MANAGEMENT INC | COM | 351 | $140,737 | 5,587 | 0.00 | 5,587 | +Inf | 03-31-2024 | |
COVESTOR LTD | COMMON | 352 | $126,000 | 5,009 | 0.08 | 0.10 | 141 | 2.90 | 03-31-2024 |
STATE OF WYOMING | COM | 353 | $111,339 | 5,004 | 0.00 | 5,004 | +Inf | 06-30-2023 | |
SOUND INCOME STRATEGIES LLC | COM | 354 | $124,917 | 4,959 | 0.00 | 4,959 | +Inf | 03-31-2024 |