Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORECAP ADVISORS LLC | COM | 51 | $1,789,476 | 264,715 | 0.00 | 0.00 | 247,686 | 1454.50 | 12-31-2023 |
NEWEDGE ADVISORS LLC | COM | 52 | $1,762,382 | 245,115 | 0.00 | 245,115 | +Inf | 03-31-2024 | |
JANNEY MONTGOMERY SCOTT LLC | ETF/Closed End | 53 | $1,476,000 | 233,197 | 0.01 | 0.01 | -71,400 | -23.44 | 09-30-2023 |
CETERA ADVISOR NETWORKS LLC | COM | 54 | $1,548,993 | 229,141 | 0.00 | 0.00 | 149,055 | 186.12 | 12-31-2023 |