Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHROCK PARTNERS LLC | COM | 951 | $237,374 | 235 | 0.00 | 0.00 | 6 | 2.62 | 12-31-2023 |
RFG ADVISORY LLC | COM | 952 | $288,673 | 234 | 0.00 | 0.00 | -7 | -2.90 | 03-31-2024 |
DAYMARK WEALTH PARTNERS LLC | COM | 953 | $278,342 | 226 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KOVACK ADVISORS INC | COM | 954 | $275,946 | 224 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |