Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SALEM INVESTMENT COUNSELORS INC | COM | 801 | $6,400,631 | 22,512 | 0.00 | 0.00 | 3,423 | 17.93 | 03-31-2024 |
BURNS J W & CO INC/NY | Stock | 802 | $6,378,311 | 22,434 | 0.00 | 0.00 | -84 | -0.37 | 03-31-2024 |
SIERRA SUMMIT ADVISORS LLC | COM | 803 | $6,366,494 | 22,392 | 0.00 | 22,392 | +Inf | 03-31-2024 | |
AMERITAS INVESTMENT PARTNERS INC | COM | 804 | $6,322,918 | 22,239 | 0.00 | 0.00 | -152 | -0.68 | 03-31-2024 |