Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REGAL INVESTMENT ADVISORS LLC | COM | 501 | $3,610,627 | 27,914 | 0.00 | 0.00 | 439 | 1.60 | 03-31-2024 |
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | COM | 502 | $3,609,641 | 27,906 | 0.00 | 0.00 | 4,664 | 20.07 | 03-31-2024 |
THRIVENT FINANCIAL FOR LUTHERANS | COM | 503 | $3,604,000 | 27,863 | 0.01 | 0.06 | -194,476 | -87.47 | 03-31-2024 |
CROSSMARK GLOBAL HOLDINGS INC | COM | 504 | $3,581,000 | 27,685 | 0.07 | 0.07 | -1,608 | -5.49 | 03-31-2024 |