Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTEGRATED ADVISORS NETWORK LLC | COM | 601 | $399,271 | 5,397 | 0.00 | 0.00 | 1,065 | 24.58 | 12-31-2023 |
JOHNSON FINANCIAL GROUP INC | COM | 602 | $392,021 | 5,299 | 0.00 | 0.00 | 4,994 | 1637.38 | 12-31-2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | COM | 603 | $362,911 | 5,255 | 0.00 | 0.00 | -161 | -2.97 | 03-31-2024 |
LIDO ADVISORS LLC | COM | 604 | $361,103 | 5,229 | 0.00 | 0.00 | -457 | -8.04 | 03-31-2024 |