Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATEGIC WEALTH PARTNERS LTD | COM | 1151 | $2,598,328 | 5,496 | 0.00 | 0.56 | -519 | -8.63 | 03-31-2023 |
WIMMER ASSOCIATES 1 LLC | COM | 1152 | $2,490,413 | 5,475 | 0.00 | 0.00 | 25 | 0.46 | 03-31-2024 |
KOSHINSKI ASSET MANAGEMENT INC | COM | 1153 | $2,489,329 | 5,473 | 0.00 | 0.00 | 1,118 | 25.67 | 03-31-2024 |
CASTELLAN GROUP | COM | 1154 | $2,477,677 | 5,447 | 0.00 | 0.00 | 474 | 9.53 | 03-31-2024 |