Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST TRUST DIRECT INDEXING LP | COM | 651 | $219,332 | 936 | 0.00 | 0.00 | -64 | -6.40 | 06-30-2023 |
MUTUAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -19 | -2.00 | 03-31-2024 |
VIRTUS ETF ADVISERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -179 | -16.18 | 03-31-2024 |
SAVANT CAPITAL LLC | COM | 654 | $229,593 | 926 | 0.00 | 0.00 | 5 | 0.54 | 12-31-2023 |