Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAKE STREET PRIVATE WEALTH LLC | COM | 751 | $1,636,512 | 563 | 0.00 | 563 | +Inf | 03-31-2024 | |
BENJAMIN F EDWARDS & COMPANY INC | COM | 752 | $1,602,000 | 551 | 0.03 | 0.03 | -113 | -17.02 | 03-31-2024 |
HARBOR CAPITAL ADVISORS INC | COM | 753 | $1,239,532 | 542 | 0.00 | 0.00 | 18 | 3.44 | 12-31-2023 |
ADVISOR OS LLC | COM | 754 | $919,060 | 538 | 0.00 | 0.04 | 419 | 352.10 | 03-31-2023 |