Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORS ASSET MANAGEMENT INC | COM | 701 | $1,190,712 | 17,431 | 0.00 | 0.00 | -7,211 | -29.26 | 03-31-2024 |
REGENTATLANTIC CAPITAL LLC | COM | 702 | $854,000 | 17,391 | 0.03 | 0.05 | -8,431 | -32.65 | 09-30-2022 |
CETERA ADVISORS LLC | COM | 703 | $1,015,086 | 17,343 | 0.00 | 0.00 | -4,003 | -18.75 | 12-31-2023 |
FOX HILL WEALTH MANAGEMENT | COM | 704 | $1,184,564 | 17,341 | 0.00 | 17,341 | +Inf | 03-31-2024 |