Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GIRARD PARTNERS LTD | Stock | 1351 | $1,551,269 | 28,605 | 0.00 | 0.00 | -1,963 | -6.42 | 03-31-2024 |
STONEGATE INVESTMENT GROUP LLC | COM | 1352 | $1,549,473 | 28,572 | 0.00 | 0.00 | 24 | 0.08 | 03-31-2024 |
NORTH STAR INVESTMENT MANAGEMENT CORP | COM | 1353 | $1,548,458 | 28,554 | 0.00 | 28,554 | +Inf | 03-31-2024 | |
CREATIVEONE WEALTH LLC | COM | 1354 | $1,548,000 | 28,536 | 0.06 | 0.06 | 10,709 | 60.07 | 03-31-2024 |