Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GENEOS WEALTH MANAGEMENT INC | COM | 101 | $98,730 | 2,851 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 102 | $89,553 | 2,586 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RED TORTOISE LLC | Stock | 103 | $77,363 | 2,234 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEWEDGE ADVISORS LLC | Common Stock | 104 | $69,493 | 2,007 | 0.00 | 0.00 | -49 | -2.38 | 03-31-2024 |