Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENVESTNET ASSET MANAGEMENT INC | COM | 51 | $148,920 | 13,600 | 0.00 | 0.00 | 1,297 | 10.54 | 03-31-2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | COM | 52 | $140,424 | 12,824 | 0.00 | 0.00 | -494 | -3.71 | 03-31-2024 |
FRISCH FINANCIAL GROUP INC | COM | 53 | $138,000 | 12,638 | 0.05 | 0.07 | -4,909 | -27.98 | 03-31-2024 |
LPL FINANCIAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 12,391 | +Inf | 12-31-2023 |