Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | -105 | -1.02 | 12-31-2023 |
ORION PORTFOLIO SOLUTIONS LLC | COM | 852 | $277,285 | 10,072 | 0.00 | 0.00 | 1,026 | 11.34 | 03-31-2024 |
FIRST TRUST DIRECT INDEXING LP | COM | 853 | $265,447 | 10,032 | 0.00 | 0.00 | 1,712 | 20.58 | 06-30-2023 |
EP WEALTH ADVISORS LLC | COM | 854 | $275,737 | 10,016 | 0.00 | 0.00 | -1,362 | -11.97 | 03-31-2024 |