Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIXON ZUERCHER LLC | COM | 2251 | $7,055,376 | 7,808 | 0.00 | 0.00 | -2,165 | -21.71 | 03-31-2024 |
QUOTIENT WEALTH PARTNERS LLC | COM | 2252 | $7,045,693 | 7,798 | 0.00 | 7,798 | +Inf | 03-31-2024 | |
MONECO ADVISORS LLC | COM | 2253 | $7,040,755 | 7,792 | 0.00 | 0.51 | 6,402 | 460.58 | 03-31-2024 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT INC | COM | 2254 | $7,037,000 | 7,788 | 0.00 | 0.00 | 47 | 0.61 | 03-31-2024 |