Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURITY ASSET MANAGEMENT | COM | 101 | $422,478 | 27,169 | 0.00 | 27,169 | +Inf | 03-31-2023 | |
MERCER GLOBAL ADVISORS INC /ADV | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -12 | -0.04 | 03-31-2024 |
HIGHTOWER ADVISORS LLC | COM | 103 | $515,000 | 26,346 | 0.00 | 0.00 | -432 | -1.61 | 03-31-2024 |
SAVANT CAPITAL LLC | COM | 104 | $447,182 | 25,250 | 0.00 | 0.00 | 1,139 | 4.72 | 12-31-2023 |