Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AE WEALTH MANAGEMENT LLC | COM | 1301 | $440,820 | 458 | 0.00 | 0.00 | -3,210 | -87.51 | 03-31-2024 |
SHEETS SMITH WEALTH MANAGEMENT | COM | 1302 | $401,379 | 457 | 0.00 | 0.00 | 7 | 1.56 | 12-31-2023 |
DAVENPORT & CO LLC | COM | 1303 | $435,045 | 452 | 0.00 | 0.00 | 78 | 20.86 | 03-31-2024 |
TEAM HEWINS LLC | COM | 1304 | $434,083 | 451 | 0.00 | 0.00 | 11 | 2.50 | 03-31-2024 |