Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DFPG INVESTMENTS LLC | COM | 751 | $591,517 | 6,628 | 0.00 | 0.00 | -875 | -11.66 | 09-30-2023 |
FINANCIAL ADVISORY PARTNERS LLC | COM | 752 | $600,662 | 6,614 | 0.00 | 0.00 | -321 | -4.63 | 03-31-2024 |
EPOCH INVESTMENT PARTNERS INC | COM | 753 | $599,401 | 6,589 | 0.00 | 0.00 | 302 | 4.80 | 12-31-2023 |
BURNS J W & CO INC/NY | Stock | 754 | $591,881 | 6,518 | 0.00 | 0.00 | -200 | -2.98 | 03-31-2024 |