Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 351 | $14,048 | 133 | 0.00 | 0.00 | 15 | 12.71 | 12-31-2023 |
CENTERPOINT ADVISORS LLC | COM | 352 | $14,000 | 132 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
ADVISORY SERVICES NETWORK LLC | Stock | 353 | $11,679 | 111 | 0.00 | 111 | +Inf | 12-31-2023 | |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 354 | $11,481 | 107 | 0.00 | 0.00 | 85 | 386.36 | 03-31-2024 |