Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 901 | $326,873 | 323 | 0.00 | 0.00 | 60 | 22.81 | 12-31-2023 |
STRATOS WEALTH ADVISORS LLC | COM | 902 | $396,107 | 321 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TIAA TRUST NATIONAL ASSOCIATION | Common / Ordinary Stock | 903 | $322,700 | 319 | 0.00 | 0.00 | 7 | 2.24 | 12-31-2023 |
FORUM FINANCIAL MANAGEMENT LP | COM | 904 | $284,347 | 318 | 0.00 | 0.00 | 4 | 1.27 | 06-30-2023 |