Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DFPG INVESTMENTS LLC | COM | 751 | $2,611,374 | 9,892 | 0.00 | 0.00 | 2,362 | 31.37 | 09-30-2023 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | COM | 752 | $2,698,498 | 9,856 | 0.00 | 0.00 | 88 | 0.90 | 12-31-2023 |
CETERA ADVISORS LLC | COM | 753 | $2,677,879 | 9,780 | 0.00 | 0.00 | 844 | 9.44 | 12-31-2023 |
TRUST CO OF TOLEDO NA /OH/ | Com | 754 | $2,361,406 | 9,747 | 0.00 | 0.00 | 16 | 0.16 | 03-31-2024 |