Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COHEN & STEERS INC | COM | 651 | $34,000 | 580 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
AMERICAN CAPITAL ADVISORY LLC | COM UNIT PART IN | 652 | $34,436 | 567 | 0.00 | 567 | +Inf | 03-31-2024 | |
IFP ADVISORS INC | cs | 653 | $16,787 | 552 | 0.00 | 0.00 | -1,563 | -73.90 | 12-31-2023 |
ARMSTRONG ADVISORY GROUP INC | COM UNIT PART IN | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |