Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATOS WEALTH PARTNERS LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -12 | -0.25 | 03-31-2024 |
AE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 4,832 | +Inf | 12-31-2023 | |
ALTSHULER SHAHAM LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -248 | -4.95 | 12-31-2023 |
MONTAG A & ASSOCIATES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |