Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
F/M INVESTMENTS LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,719 | +Inf | 03-31-2024 | |
TFC FINANCIAL MANAGEMENT INC | COM | 2852 | $216,485 | 2,714 | 0.00 | 0.00 | 60 | 2.26 | 03-31-2024 |
EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | COM | 2853 | $213,883 | 2,709 | 0.00 | 0.00 | -4,844 | -64.13 | 12-31-2023 |
BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 2854 | $213,887 | 2,708 | 0.00 | 2,708 | +Inf | 12-31-2023 |