Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONETARY MANAGEMENT GROUP INC | COM | 601 | $1,006,720 | 64,000 | 0.00 | 0.00 | -2,000 | -3.03 | 03-31-2024 |
BUCKINGHAM STRATEGIC WEALTH LLC | COM UT LTD PTN | 602 | $996,837 | 63,372 | 0.00 | 0.00 | 8,898 | 16.33 | 03-31-2024 |
FOURTHOUGHT FINANCIAL PARTNERS LLC | Stock | 603 | $996,297 | 63,337 | 0.00 | 0.00 | 546 | 0.87 | 03-31-2024 |
BANCO SANTANDER SA | COM UT LTD PTN | Liquidated | $0 | 0 | 0.00 | 62,150 | +Inf | 03-31-2024 |