Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DA DAVIDSON & CO | COM | 51 | $547,544 | 70,469 | 0.00 | 0.00 | 2,800 | 4.14 | 12-31-2023 |
TILLER PRIVATE WEALTH INC | COM | 52 | $521,290 | 67,090 | 0.00 | 0.00 | -4,120 | -5.79 | 12-31-2023 |
NEWEDGE ADVISORS LLC | COM | 53 | $517,286 | 66,644 | 0.00 | 0.00 | 35,044 | 110.90 | 12-31-2023 |
ATRIA WEALTH SOLUTIONS INC | COM | 54 | $509,783 | 65,609 | 0.00 | 0.00 | -45,436 | -40.92 | 12-31-2023 |