Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUINN OPPORTUNITY PARTNERS LLC | COM | 951 | $269,019 | 3,473 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MEANS INVESTMENT CO INC | COM | 952 | $267,822 | 3,464 | 0.00 | 0.00 | 31 | 0.90 | 03-31-2024 |
PERSONAL CAPITAL ADVISORS CORP | COM | 953 | $209,000 | 3,435 | 0.00 | 0.00 | 262 | 8.26 | 09-30-2022 |
AMERITAS INVESTMENT PARTNERS INC | COM | 954 | $265,130 | 3,429 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |