Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DB ROOT & COMPANY LLC | COM | 501 | $384,107 | 3,080 | 0.00 | 0.00 | -205 | -6.24 | 03-31-2024 |
REGISTER FINANCIAL ADVISORS LLC | COM | 502 | $382,267 | 3,065 | 0.00 | 0.00 | 6 | 0.20 | 03-31-2024 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 503 | $375,788 | 3,013 | 0.00 | 0.00 | 1,002 | 49.83 | 03-31-2024 |
ALPS ADVISORS INC | COM | 504 | $375,377 | 3,010 | 0.00 | 3,010 | +Inf | 03-31-2024 |