Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | CL A | 451 | $2,757 | 69 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HARBOUR INVESTMENTS INC | CL A | 452 | $2,523 | 67 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ALLWORTH FINANCIAL LP | CL A | 453 | $3,094 | 65 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
IFP ADVISORS INC | cs | 454 | $2,222 | 59 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |