Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ORION PORTFOLIO SOLUTIONS LLC | COM CL A | 551 | $336,147 | 5,158 | 0.00 | 0.00 | -142 | -2.68 | 03-31-2024 |
CIBC WORLD MARKETS CORP | COM | 552 | $333,736 | 5,121 | 0.00 | 5,121 | +Inf | 03-31-2024 | |
EMPOWERED FUNDS LLC | COM CL A | 553 | $331,585 | 5,088 | 0.00 | 0.00 | 268 | 5.56 | 03-31-2024 |
NWAM LLC | COM CL A | 554 | $465,175 | 5,075 | 0.00 | 5,075 | +Inf | 12-31-2023 |