Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CETERA ADVISOR NETWORKS LLC | COM | 401 | $1,071,685 | 8,944 | 0.00 | 0.00 | 2,205 | 32.72 | 12-31-2023 |
CETERA INVESTMENT ADVISERS | COM | 402 | $1,071,494 | 8,943 | 0.00 | 0.00 | -2,201 | -19.75 | 12-31-2023 |
DAVENPORT & CO LLC | COM | 403 | $1,226,071 | 8,724 | 0.00 | 0.00 | 350 | 4.18 | 03-31-2024 |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM | 404 | $1,214,829 | 8,644 | 0.00 | 0.00 | -1,004 | -10.41 | 03-31-2024 |