Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATOS WEALTH PARTNERS LTD | COM | 701 | $528,642 | 3,566 | 0.00 | 0.00 | -300 | -7.76 | 03-31-2024 |
YORKTOWN MANAGEMENT & RESEARCH CO INC | COM | 702 | $526,217 | 3,550 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | Common Stock | 703 | $399,780 | 3,536 | 0.00 | 0.00 | -5,104 | -59.07 | 03-31-2023 |
VALEO FINANCIAL ADVISORS LLC | Stock | 704 | $522,952 | 3,528 | 0.00 | 0.00 | 4 | 0.11 | 03-31-2024 |