Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MORAN WEALTH MANAGEMENT LLC | COM | 1201 | $470,897 | 162 | 0.00 | 162 | +Inf | 03-31-2024 | |
SUMMIT WEALTH & RETIREMENT PLANNING INC | COM | 1202 | $470,897 | 162 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DANA INVESTMENT ADVISORS INC | COM | 1203 | $470,897 | 162 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | COM | 1204 | $467,992 | 161 | 0.00 | 0.00 | 5 | 3.21 | 03-31-2024 |