Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEBSTER BANK N A | SHS | 1101 | $2,386,777 | 27,387 | 0.00 | 0.00 | 1,085 | 4.13 | 03-31-2024 |
ALLWORTH FINANCIAL LP | SHS | 1102 | $2,400,829 | 27,251 | 0.00 | 0.00 | 3,544 | 14.95 | 06-30-2023 |
HBW ADVISORY SERVICES LLC | SHS | 1103 | $2,243,000 | 27,226 | 0.42 | 0.23 | 15,592 | 134.02 | 03-31-2024 |
ARGENT ADVISORS INC | COM | 1104 | $2,364,249 | 27,129 | 0.00 | 0.00 | 2,647 | 10.81 | 03-31-2024 |