Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY WEALTH ASSET MANAGEMENT LLC | COM | 451 | $397,293 | 2,911 | 0.00 | 0.00 | 8 | 0.28 | 03-31-2024 |
PRIVATE ADVISOR GROUP LLC | COM | 452 | $388,830 | 2,849 | 0.00 | 0.00 | -105 | -3.55 | 03-31-2024 |
SHELTON CAPITAL MANAGEMENT | COM | 453 | $384,601 | 2,818 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CETERA ADVISORS LLC | COM | 454 | $324,926 | 2,733 | 0.00 | 2,733 | +Inf | 12-31-2023 |