Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MML INVESTORS SERVICES LLC | COM CL B | 351 | $201,000 | 262 | 0.00 | 262 | +Inf | 03-31-2024 | |
US BANCORP \DE\ | COM CL B | 352 | $181,096 | 260 | 0.00 | 0.00 | 73 | 39.04 | 12-31-2023 |
SIGNATUREFD LLC | COM CL B | 353 | $186,546 | 243 | 0.00 | 0.00 | 37 | 17.96 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | COM CL B | 354 | $153,000 | 242 | 0.01 | 0.01 | 18 | 8.04 | 06-30-2021 |