Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCIPAL SECURITIES INC | COM | 951 | $96,122 | 499 | 0.00 | 0.00 | 131 | 35.60 | 03-31-2024 |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 952 | $93,620 | 486 | 0.00 | 0.03 | 36 | 8.00 | 03-31-2024 |
COVESTOR LTD | COMMON | 953 | $93,000 | 483 | 0.06 | 0.01 | 383 | 383.00 | 03-31-2024 |
ADVISORS PREFERRED LLC | COM | Liquidated | $0 | 0 | 0.00 | 479 | +Inf | 03-31-2024 |