Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOKIO MARINE ASSET MANAGEMENT CO LTD | COM | 751 | $815,543 | 3,518 | 0.00 | 0.00 | 110 | 3.23 | 06-30-2024 |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 752 | $814,384 | 3,513 | 0.00 | 0.00 | 218 | 6.62 | 06-30-2024 |
STRATOS WEALTH PARTNERS LTD | COM | 753 | $810,327 | 3,495 | 0.00 | 0.00 | -29 | -0.82 | 06-30-2024 |
GREAT VALLEY ADVISOR GROUP INC | COM | 754 | $809,225 | 3,489 | 0.00 | 0.00 | 2,127 | 156.17 | 06-30-2024 |