Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWEDGE ADVISORS LLC | SH BEN INT | 51 | $259,263 | 25,518 | 0.00 | 0.00 | 2,368 | 10.23 | 03-31-2024 |
PUTNAM INVESTMENTS LLC | EXCHANGE TRADED FUNDS | 52 | $255,417 | 24,892 | 0.00 | 24,892 | +Inf | 12-31-2023 | |
TYCHE WEALTH PARTNERS LLC | SH BEN INT | 53 | $240,773 | 23,698 | 0.00 | 0.00 | 13 | 0.05 | 03-31-2024 |
GILL CAPITAL PARTNERS LLC | CEF | 54 | $236,211 | 23,090 | 0.00 | 0.00 | -7,737 | -25.10 | 12-31-2023 |