Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCIPAL SECURITIES INC | COM NEW | 451 | $18,250 | 264 | 0.00 | 0.00 | -6,168 | -95.90 | 03-31-2024 |
BDO WEALTH ADVISORS LLC | COM NEW | 452 | $12,732 | 249 | 0.00 | 249 | +Inf | 06-30-2023 | |
GLOBAL RETIREMENT PARTNERS LLC | COM NEW | 453 | $16,384 | 237 | 0.00 | 0.00 | -228 | -49.03 | 03-31-2024 |
ZIONS BANCORPORATION NA | Com | 454 | $14,172 | 205 | 0.00 | 0.00 | -14 | -6.39 | 03-31-2024 |