Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATRIA WEALTH SOLUTIONS INC | COM | 851 | $710,504 | 5,134 | 0.00 | 0.00 | -175 | -3.30 | 12-31-2023 |
VIRTUS ETF ADVISERS LLC | COM | 852 | $707,173 | 5,110 | 0.00 | 5,110 | +Inf | 12-31-2023 | |
EDGESTREAM PARTNERS LP | COM | 853 | $701,637 | 5,070 | 0.00 | 5,070 | +Inf | 12-31-2023 | |
WEDBUSH SECURITIES INC | COM | 854 | $698,000 | 5,042 | 0.03 | 0.03 | 18 | 0.36 | 12-31-2023 |