Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTEGRATED ADVISORS NETWORK LLC | COM | 951 | $10,339,006 | 29,834 | 0.00 | 0.00 | -739 | -2.42 | 12-31-2023 |
ALLWORTH FINANCIAL LP | COM | 952 | $9,267,354 | 29,833 | 0.00 | 0.00 | -96 | -0.32 | 06-30-2023 |
VALEO FINANCIAL ADVISORS LLC | Stock | 953 | $11,438,558 | 29,819 | 0.00 | 0.00 | -120 | -0.40 | 03-31-2024 |
M KULYK & ASSOCIATES LLC | COM | 954 | $11,437,891 | 29,817 | 0.00 | 0.00 | -1,143 | -3.69 | 03-31-2024 |