Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 811 | 48.83 | 12-31-2023 |
INTEGRATED ADVISORS NETWORK LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 8 | 0.33 | 12-31-2023 |
UNITED CAPITAL FINANCIAL ADVISERS LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,166 | -32.46 | 12-31-2023 |
INDEXIQ ADVISORS LLC | COM | 754 | $268,000 | 2,419 | 0.01 | 0.01 | -93 | -3.70 | 03-31-2022 |