Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARALLEL ADVISORS LLC | REIT | 501 | $127,125 | 6,385 | 0.00 | 0.00 | -5,986 | -48.39 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM CL A | 502 | $135,108 | 6,352 | 0.00 | 0.00 | -2,149 | -25.28 | 12-31-2023 |
EVERSOURCE WEALTH ADVISORS LLC | REIT | 503 | $126,025 | 5,925 | 0.00 | 0.00 | 113 | 1.94 | 12-31-2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | COM CL A | 504 | $112,034 | 5,627 | 0.00 | 0.00 | -58,478 | -91.22 | 03-31-2024 |