Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RELYEA ZUCKERBERG HANSON LLC | CL A | 1851 | $308,949 | 1,826 | 0.00 | 0.00 | 302 | 19.82 | 03-31-2024 |
AE WEALTH MANAGEMENT LLC | CL A | 1852 | $307,306 | 1,816 | 0.00 | 0.00 | -12,092 | -86.94 | 03-31-2024 |
RFG ADVISORY LLC | CL A | 1853 | $306,594 | 1,812 | 0.00 | 1,812 | +Inf | 03-31-2024 | |
ZWJ INVESTMENT COUNSEL INC | CL A | 1854 | $306,609 | 1,812 | 0.00 | 1,812 | +Inf | 03-31-2024 |