Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MML INVESTORS SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | -26,226 | -60.54 | 12-31-2023 |
BANCO BILBAO VIZCAYA ARGENTARIA SA | Common Stock | Liquidated | $0 | 0 | 0.00 | 16,979 | +Inf | 12-31-2023 | |
ORION PORTFOLIO SOLUTIONS LLC | COM | 453 | $336,312 | 16,824 | 0.00 | 0.00 | -323 | -1.88 | 03-31-2024 |
LEGACY FINANCIAL ADVISORS INC | Stock | 454 | $331,474 | 16,582 | 0.00 | 0.00 | 46 | 0.28 | 03-31-2024 |