Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEXAS YALE CAPITAL CORP | COM | 351 | $2,167,111 | 10,522 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MARINER LLC | COM | 352 | $1,983,505 | 10,466 | 0.00 | 0.00 | -306 | -2.84 | 03-31-2024 |
GUARDIAN WEALTH MANAGEMENT INC | Stock | 353 | $1,933,002 | 10,200 | 0.00 | 0.00 | -85 | -0.83 | 03-31-2024 |
APPLETON PARTNERS INC/MA | CS | 354 | $2,059,000 | 10,168 | 0.18 | 0.21 | -999 | -8.95 | 09-30-2023 |