Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EA SERIES TRUST | COM | 1451 | $814,285 | 2,669 | 0.00 | 2,669 | +Inf | 06-30-2023 | |
BUCKINGHAM STRATEGIC WEALTH LLC | COM | 1452 | $951,274 | 2,658 | 0.00 | 0.00 | 912 | 52.23 | 03-31-2024 |
JAMISON PRIVATE WEALTH MANAGEMENT INC | COM | 1453 | $950,444 | 2,656 | 0.00 | 0.00 | 279 | 11.74 | 03-31-2024 |
KINNERET ADVISORY LLC | COM | 1454 | $951,552 | 2,653 | 0.00 | 0.00 | -25 | -0.93 | 03-31-2024 |