Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEXT FINANCIAL GROUP INC | COM | 601 | $44,000 | 410 | 0.00 | 0.00 | -13 | -3.07 | 06-30-2021 |
PARALLEL ADVISORS LLC | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 2 | 0.78 | 03-31-2024 |
MASSMUTUAL TRUST CO FSB/ADV | Closed-end REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 56 | 76.71 | 03-31-2024 |
SUNBELT SECURITIES INC | REIT | Liquidated | $0 | 0 | 0.00 | 122 | +Inf | 03-31-2024 |