Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEY FINANCIAL INC | COM | 851 | $21,819 | 1,588 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SOUND INCOME STRATEGIES LLC | COM | 852 | $23,946 | 1,560 | 0.00 | 0.00 | -200 | -11.36 | 03-31-2024 |
BEAIRD HARRIS WEALTH MANAGEMENT LLC | COM | 853 | $19,856 | 1,550 | 0.00 | 0.00 | 75 | 5.08 | 09-30-2023 |
ADDISON ADVISORS LLC | COM | 854 | $23,609 | 1,538 | 0.00 | 0.00 | 210 | 15.81 | 03-31-2024 |