Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARTFORD INVESTMENT MANAGEMENT CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -52 | -1.53 | 03-31-2024 |
CETERA ADVISOR NETWORKS LLC | COM NEW | 402 | $1,249,609 | 3,302 | 0.00 | 0.00 | 1,174 | 55.17 | 12-31-2023 |
OPTIMAL ASSET MANAGEMENT INC | COM NEW | 403 | $1,364,000 | 3,301 | 0.17 | 0.15 | 0 | 0.00 | 09-30-2021 |
STRATOS WEALTH PARTNERS LTD | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -1 | -0.03 | 03-31-2024 |