Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CETERA ADVISORS LLC | COM | 51 | $301,704 | 21,612 | 0.00 | 0.00 | 100 | 0.46 | 12-31-2023 |
CAPITAL MARKET STRATEGIES LLC | COM | 52 | $308,123 | 21,547 | 0.00 | 21,547 | +Inf | 03-31-2024 | |
HIGHTOWER ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 21,510 | +Inf | 12-31-2023 | |
6 MERIDIAN | COM | 54 | $329,000 | 21,483 | 0.02 | 0.03 | -1,368 | -5.99 | 12-31-2021 |