Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 951 | $85,662 | 1,254 | 0.00 | 0.00 | -6 | -0.48 | 12-31-2023 |
ATLAS CAPITAL ADVISORS LLC | Equity | 952 | $85,524 | 1,252 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ADVISORNET FINANCIAL INC | ADR | 953 | $72,228 | 1,252 | 0.00 | 0.00 | 6 | 0.48 | 03-31-2024 |
ALLWORTH FINANCIAL LP | SPONSORED ADS | 954 | $73,829 | 1,237 | 0.00 | 0.00 | 187 | 17.81 | 06-30-2023 |