Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEY FINANCIAL INC | CL A | 551 | $20,251 | 461 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GAMMA INVESTING LLC | Common Stock | 552 | $26,425 | 459 | 0.00 | 0.00 | 224 | 95.32 | 03-31-2024 |
ALLWORTH FINANCIAL LP | CL A | 553 | $17,728 | 433 | 0.00 | 0.00 | -19 | -4.20 | 06-30-2023 |
IMPACT PARTNERSHIP WEALTH LLC | CL A | 554 | $24,598 | 427 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |