Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EASTERLY INVESTMENT PARTNERS LLC | COM | 751 | $1,026,842 | 15,800 | 0.00 | 0.00 | -1 | -0.01 | 03-31-2024 |
STABLEFORD CAPITAL II LLC | COM | 752 | $899,626 | 15,747 | 0.00 | 0.00 | 260 | 1.68 | 12-31-2023 |
HIGHPOINT ADVISOR GROUP LLC | Common Stock | 753 | $1,006,000 | 15,583 | 0.00 | 0.03 | 5,626 | 56.50 | 12-31-2023 |
ADVISORY SERVICES NETWORK LLC | Stock | 754 | $1,011,670 | 15,565 | 0.00 | 0.00 | -720 | -4.42 | 03-31-2024 |