Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 551 | $59,641 | 1,891 | 0.00 | 0.00 | -341 | -15.28 | 12-31-2023 |
QUADRANT CAPITAL GROUP LLC | COM | 552 | $49,369 | 1,880 | 0.00 | 0.00 | -227 | -10.77 | 03-31-2024 |
ROSENBERG MATTHEW HAMILTON | Stock | 553 | $49,929 | 1,780 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 554 | $46,359 | 1,765 | 0.00 | 1,765 | +Inf | 03-31-2024 |