Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEVEL FOUR ADVISORY SERVICES LLC | COM | 601 | $671,333 | 2,184 | 0.00 | 2,184 | +Inf | 06-30-2024 | |
CERITY PARTNERS LLC | Stock | 602 | $664,024 | 2,161 | 0.00 | 0.00 | -1,442 | -40.02 | 06-30-2024 |
SECURIAN ASSET MANAGEMENT INC | COM | 603 | $663,218 | 2,158 | 0.00 | 0.00 | -100 | -4.43 | 06-30-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 604 | $663,282 | 2,156 | 0.00 | 0.00 | 2,104 | 4046.15 | 06-30-2024 |