Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLIANCEBERNSTEIN LP | SPONSORED ADR | 401 | $255,918 | 650 | 0.00 | 0.00 | -14,561 | -95.73 | 03-31-2024 |
PORTSIDE WEALTH GROUP LLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,762 | -85.44 | 03-31-2024 |
IFP ADVISORS INC | cs | 403 | $235,488 | 619 | 0.00 | 0.00 | -3 | -0.48 | 12-31-2023 |
NEW CENTURY FINANCIAL GROUP LLC | SPONSORED ADR | 404 | $240,169 | 610 | 0.00 | 610 | +Inf | 03-31-2024 |