Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARTFORD INVESTMENT MANAGEMENT CO | COM | 451 | $544,463 | 19,369 | 0.00 | 0.00 | 432 | 2.28 | 03-31-2024 |
FOX RUN MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 19,312 | +Inf | 12-31-2023 | |
CULLEN INVESTMENT GROUP LTD | Equities | 453 | $526,092 | 19,285 | 0.00 | 0.00 | -3,597 | -15.72 | 03-31-2024 |
CREATIVE PLANNING | COM | 454 | $566,788 | 19,026 | 0.00 | 0.00 | -87,001 | -82.06 | 12-31-2023 |