Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 501 | $18,731 | 446 | 0.00 | 0.00 | 1 | 0.22 | 12-31-2023 |
CENTERPOINT ADVISORS LLC | CL A | 502 | $23,000 | 440 | 0.01 | 0.01 | 61 | 16.09 | 03-31-2024 |
MITSUBISHI UFJ ASSET MANAGEMENT CO LTD | CL A | 503 | $15,847 | 402 | 0.00 | 402 | +Inf | 12-31-2023 | |
SALEM INVESTMENT COUNSELORS INC | CL A | 504 | $20,660 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |