Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LATASH INVESTMENTS LLC | COM | 451 | $627,812 | 15,216 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MUTUAL ADVISORS LLC | COM | 452 | $718,822 | 15,013 | 0.00 | 0.00 | -2 | -0.01 | 03-31-2024 |
CROSSMARK GLOBAL HOLDINGS INC | COM | 453 | $705,000 | 14,726 | 0.01 | 0.01 | -273 | -1.82 | 03-31-2024 |
STRATOS WEALTH PARTNERS LTD | COM | 454 | $702,543 | 14,673 | 0.00 | 0.00 | -2,761 | -15.84 | 03-31-2024 |