Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALPS ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,746 | -25.39 | 03-31-2024 |
ROMAN BUTLER FULLERTON & CO | COM | 602 | $239,741 | 7,923 | 0.00 | 0.00 | -292 | -3.55 | 03-31-2024 |
CUTTER & CO BROKERAGE INC | COM | 603 | $250,700 | 7,916 | 0.00 | 0.00 | 563 | 7.66 | 03-31-2024 |
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 604 | $249,982 | 7,893 | 0.00 | 7,893 | +Inf | 03-31-2024 |