Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CETERA ADVISOR NETWORKS LLC | COM | 51 | $1,065,656 | 111,238 | 0.00 | 0.00 | -485,833 | -81.37 | 12-31-2023 |
CAMELOT PORTFOLIOS LLC | COM | 52 | $1,047,748 | 107,461 | 0.00 | 0.00 | -36,155 | -25.17 | 03-31-2024 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | LTD DURATION INC COM | 53 | $1,016,000 | 104,212 | 0.00 | 0.00 | 15,557 | 17.55 | 03-31-2024 |
NEWEDGE ADVISORS LLC | MF Closed and MF Open | Liquidated | $0 | 0 | 0.00 | 0.00 | 9,245 | 9.92 | 03-31-2024 |