Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | INC COM CL A | 351 | $426,000 | 11,816 | 0.00 | 0.00 | -786 | -6.24 | 03-31-2024 |
CROSSMARK GLOBAL HOLDINGS INC | COM | 352 | $422,000 | 11,713 | 0.01 | 0.00 | 5,223 | 80.48 | 03-31-2024 |
CORIENT PRIVATE WEALTH LLC | COM CL A | Liquidated | $0 | 0 | 0.00 | 11,550 | +Inf | 12-31-2023 | |
IFP ADVISORS INC | cs | 354 | $366,837 | 11,543 | 0.00 | 0.00 | 39 | 0.34 | 12-31-2023 |