Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVANTAX ADVISORY SERVICES INC | COM | 751 | $3,461,443 | 24,304 | 0.00 | 0.00 | 1,435 | 6.27 | 12-31-2023 |
WAKEFIELD ASSET MANAGEMENT LLLP | COM | 752 | $4,290,609 | 24,212 | 0.00 | 0.00 | -1,163 | -4.58 | 03-31-2024 |
BDO WEALTH ADVISORS LLC | COM | 753 | $3,185,699 | 24,152 | 0.00 | 0.00 | 637 | 2.71 | 06-30-2023 |
BEACON INVESTMENT ADVISORY SERVICES INC | COM | 754 | $3,436,246 | 24,128 | 0.00 | 0.00 | -1,612 | -6.26 | 12-31-2023 |