Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONEY CONCEPTS CAPITAL CORP | COM | 551 | $3,652,485 | 50,913 | 0.00 | 0.00 | 180 | 0.35 | 03-31-2024 |
NATIXIS | COM | 552 | $3,284,993 | 50,757 | 0.00 | 0.00 | 18,244 | 56.11 | 09-30-2023 |
LAUREL WEALTH ADVISORS LLC | COM | 553 | $3,594,497 | 50,105 | 0.00 | 0.00 | 354 | 0.71 | 03-31-2024 |
CONCURRENT INVESTMENT ADVISORS LLC | COM | 554 | $3,587,659 | 50,010 | 0.00 | 0.00 | -3,118 | -5.87 | 03-31-2024 |