Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WMS PARTNERS LLC | COM | 351 | $6,986,512 | 26,892 | 0.00 | 0.00 | -646 | -2.35 | 03-31-2024 |
STRATOS WEALTH PARTNERS LTD | COM | 352 | $6,839,088 | 26,324 | 0.00 | 0.00 | 646 | 2.52 | 03-31-2024 |
COVENANT ASSET MANAGEMENT LLC | COM | 353 | $6,829,103 | 26,286 | 0.00 | 0.00 | -88 | -0.33 | 03-31-2024 |
RAILWAY PENSION INVESTMENTS LTD | COM | 354 | $5,589,220 | 25,900 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |