Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 601 | $256,866 | 2,088 | 0.00 | 0.00 | -287 | -12.08 | 03-31-2024 |
MML INVESTORS SERVICES LLC | COM | 602 | $256,000 | 2,079 | 0.00 | 0.00 | -908 | -30.40 | 03-31-2024 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | CORP COM | Liquidated | $0 | 0 | 0.00 | 2,050 | +Inf | 03-31-2024 | |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 2,008 | +Inf | 03-31-2024 |