Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GALLAGHER FIDUCIARY ADVISORS LLC | COM | 551 | $710,457 | 9,938 | 0.00 | 0.00 | -1,247 | -11.15 | 12-31-2023 |
CETERA INVESTMENT ADVISERS | COM | 552 | $709,713 | 9,927 | 0.00 | 0.00 | -13,347 | -57.35 | 12-31-2023 |
EP WEALTH ADVISORS LLC | COM | 553 | $701,252 | 9,914 | 0.00 | 0.00 | 595 | 6.38 | 03-31-2024 |
CWM LLC | COM | 554 | $695,000 | 9,820 | 0.00 | 0.00 | 2,518 | 34.48 | 03-31-2024 |