Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MERIDIAN WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,585 | +Inf | 03-31-2024 | |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 752 | $181,140 | 3,294 | 0.00 | 0.00 | -1,394 | -29.74 | 03-31-2024 |
GAMMA INVESTING LLC | Common Stock | 753 | $178,168 | 3,240 | 0.00 | 0.00 | 230 | 7.64 | 03-31-2024 |
FEDERATED HERMES INC | COM | 754 | $175,803 | 3,197 | 0.00 | 0.00 | 1,751 | 121.09 | 03-31-2024 |