Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EXCHANGE TRADED CONCEPTS LLC | COM NEW | 451 | $39,459 | 2,409 | 0.00 | 0.00 | -472 | -16.38 | 03-31-2024 |
YHB INVESTMENT ADVISORS INC | REIT | 452 | $37,314 | 2,278 | 0.00 | 2,278 | +Inf | 03-31-2024 | |
ADVISORY SERVICES NETWORK LLC | REIT | Liquidated | $0 | 0 | 0.00 | 2,087 | +Inf | 03-31-2024 | |
PRINCIPAL SECURITIES INC | COM NEW | 454 | $28,124 | 1,717 | 0.00 | 0.00 | 147 | 9.36 | 03-31-2024 |