Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | Liquidated | $0 | 0 | 0.00 | 0.00 | -43 | -58.90 | 12-31-2023 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 652 | $1,000 | 30 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
INDEXIQ ADVISORS LLC | COM C SIRIUSXM | 653 | $1,000 | 26 | 0.00 | 26 | +Inf | 03-31-2022 |