Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYSTM WEALTH SOLUTIONS LLC | COM | 601 | $166,029 | 1,415 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EMC CAPITAL MANAGEMENT | COM | 602 | $164,000 | 1,384 | 0.11 | 0.20 | -19,771 | -93.46 | 12-31-2023 |
PNC MANAGED ACCOUNT SOLUTIONS INC | COM | 603 | $156,000 | 1,384 | 0.03 | 1,384 | +Inf | 06-30-2021 | |
SIGNATUREFD LLC | COM | 604 | $158,057 | 1,347 | 0.00 | 0.00 | 616 | 84.27 | 03-31-2024 |