Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMITH SHELLNUT WILSON LLC /ADV | COM | 1201 | $418,947 | 747 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMERITAS ADVISORY SERVICES LLC | COM | 1202 | $386,183 | 735 | 0.00 | 0.00 | 145 | 24.58 | 03-31-2024 |
TEAM HEWINS LLC | COM | 1203 | $411,096 | 733 | 0.00 | 0.00 | -2 | -0.27 | 03-31-2024 |
BROWN BROTHERS HARRIMAN & CO | Common Stock | 1204 | $409,974 | 731 | 0.00 | 0.00 | -19 | -2.53 | 03-31-2024 |