Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOWER RESEARCH CAPITAL LLC (TRC) | COM | 351 | $21,798 | 1,260 | 0.00 | 0.00 | -33,821 | -96.41 | 03-31-2024 |
ALLWORTH FINANCIAL LP | COM | 352 | $14,749 | 969 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
SYSTM WEALTH SOLUTIONS LLC | COM | 353 | $16,159 | 934 | 0.00 | 0.00 | -3,090 | -76.79 | 03-31-2024 |
JOHNSON FINANCIAL GROUP INC | COM | 354 | $13,152 | 888 | 0.00 | 888 | +Inf | 12-31-2023 |