Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOWER RESEARCH CAPITAL LLC (TRC) | COM | 501 | $206,243 | 5,350 | 0.00 | 0.00 | -4,536 | -45.88 | 03-31-2024 |
CETERA ADVISOR NETWORKS LLC | COM | 502 | $272,311 | 5,259 | 0.00 | 5,259 | +Inf | 12-31-2023 | |
GYL FINANCIAL SYNERGIES LLC | COM | 503 | $200,306 | 5,196 | 0.00 | 0.00 | 309 | 6.32 | 03-31-2024 |
PICTET ASSET MANAGEMENT LTD | COM | 504 | $477,000 | 5,191 | 0.00 | 0.00 | -700 | -11.88 | 06-30-2021 |