Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COHEN INVESTMENT ADVISORS LLC | COM | 601 | $2,479,724 | 135,209 | 0.00 | 0.00 | 5,335 | 4.11 | 03-31-2024 |
REGAL INVESTMENT ADVISORS LLC | COM | 602 | $2,423,805 | 132,159 | 0.00 | 0.00 | 3,770 | 2.94 | 03-31-2024 |
LEVEL FOUR ADVISORY SERVICES LLC | COM | 603 | $2,321,270 | 131,591 | 0.00 | 0.00 | 1,328 | 1.02 | 03-31-2024 |
STRATOS WEALTH ADVISORS LLC | COM | 604 | $2,410,751 | 131,447 | 0.00 | 0.00 | -6,823 | -4.93 | 03-31-2024 |