Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARK AVENUE SECURITIES LLC | COM | 351 | $71,000 | 12,041 | 0.00 | 0.00 | -27 | -0.22 | 03-31-2024 |
ATRIA WEALTH SOLUTIONS INC | COM | 352 | $69,479 | 12,020 | 0.00 | 0.00 | -14,248 | -54.24 | 12-31-2023 |
TRINITYPOINT WEALTH LLC | COM | 353 | $69,424 | 12,011 | 0.00 | 0.00 | -1,187 | -8.99 | 12-31-2023 |
NEUBERGER BERMAN GROUP LLC | COMMON | 354 | $69,406 | 12,008 | 0.00 | 0.00 | 1,195 | 11.05 | 12-31-2023 |