Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SNOWDEN CAPITAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,181 | 3.94 | 09-30-2016 |
KESTRA PRIVATE WEALTH SERVICES LLC | COM | 52 | $1,009,750 | 83,589 | 0.00 | 0.00 | -2,461 | -2.86 | 03-31-2024 |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM | 53 | $921,986 | 76,323 | 0.00 | 0.00 | -4,042 | -5.03 | 03-31-2024 |
ORG PARTNERS LLC | CLOSED END MUTL FUND | 54 | $858,927 | 72,177 | 0.00 | 72,177 | +Inf | 03-31-2024 |