Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KESTRA ADVISORY SERVICES LLC | COM | 451 | $2,130,228 | 12,965 | 0.00 | 0.00 | 2,519 | 24.11 | 12-31-2023 |
SCHRODER INVESTMENT MANAGEMENT GROUP | COM | 452 | $2,008,546 | 12,945 | 0.00 | 0.00 | -2,757 | -17.56 | 03-31-2023 |
OPPENHEIMER & CO INC | COM | 453 | $2,063,444 | 12,559 | 0.00 | 0.00 | 3,384 | 36.88 | 12-31-2023 |
US CAPITAL WEALTH ADVISORS LLC | COM | 454 | $2,025,655 | 12,329 | 0.00 | 12,329 | +Inf | 12-31-2023 |