Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KMG FIDUCIARY PARTNERS LLC | COM NEW | 951 | $2,601,735 | 41,141 | 0.00 | 0.00 | -8,955 | -17.88 | 03-31-2024 |
FREESTONE CAPITAL HOLDINGS LLC | COM NEW | 952 | $2,599,860 | 41,111 | 0.00 | 0.00 | 3,733 | 9.99 | 03-31-2024 |
AVANTAX ADVISORY SERVICES INC | COM NEW | 953 | $2,584,091 | 40,862 | 0.00 | 0.00 | -2,347 | -5.43 | 03-31-2024 |
ZEKE CAPITAL ADVISORS LLC | Stock | 954 | $1,697,000 | 40,721 | 0.12 | 0.11 | 1,155 | 2.92 | 09-30-2022 |