Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOLDMAN SACHS GROUP INC | CMN | 51 | $189,931 | 15,317 | 0.00 | 0.00 | 103 | 0.68 | 03-31-2024 |
COMMONWEALTH EQUITY SERVICES LLC | COM | 52 | $183,000 | 14,791 | 0.00 | 0.00 | 846 | 6.07 | 03-31-2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | COM | 53 | $182,763 | 14,739 | 0.00 | 0.00 | 1,117 | 8.20 | 03-31-2024 |
NEWEDGE WEALTH LLC | COM | 54 | $161,958 | 12,439 | 0.00 | 0.00 | 1,066 | 9.37 | 03-31-2024 |