Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOROSO INVESTMENTS LLC | COM | 451 | $275,935 | 3,968 | 0.00 | 0.01 | -2,226 | -35.94 | 09-30-2023 |
LAUREL WEALTH ADVISORS INC | Stock | 452 | $283,000 | 3,963 | 0.03 | 3,963 | +Inf | 12-31-2022 | |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 453 | $300,707 | 3,918 | 0.00 | 0.00 | 212 | 5.72 | 03-31-2024 |
MERCER GLOBAL ADVISORS INC /ADV | COM | 454 | $292,000 | 3,799 | 0.00 | 0.00 | 583 | 18.13 | 03-31-2024 |