Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
METROPOLITAN LIFE INSURANCE CO/NY | COM | 601 | $1,267,561 | 17,234 | 0.00 | 0.00 | -297 | -1.69 | 03-31-2024 |
STEEL PEAK WEALTH MANAGEMENT LLC | COM | 602 | $1,064,718 | 17,071 | 0.00 | 0.04 | 7,915 | 86.45 | 12-31-2022 |
PINNACLE WEALTH MANAGEMENT LLC | COM | 603 | $1,583,124 | 17,032 | 0.00 | 17,032 | +Inf | 09-30-2023 | |
AMERITAS INVESTMENT PARTNERS INC | COM | 604 | $1,250,865 | 17,007 | 0.00 | 0.00 | -271 | -1.57 | 03-31-2024 |