Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DRIVE WEALTH MANAGEMENT LLC | COM | 1201 | $337,771 | 591 | 0.00 | 0.00 | 33 | 5.91 | 03-31-2024 |
UNIVEST FINANCIAL CORP | COM | 1202 | $337,186 | 590 | 0.00 | 0.00 | 76 | 14.79 | 03-31-2024 |
IFP ADVISORS INC | cs | 1203 | $303,043 | 589 | 0.00 | 0.00 | 142 | 31.77 | 12-31-2023 |
DORSEY & WHITNEY TRUST CO LLC | COM | 1204 | $334,327 | 585 | 0.00 | 0.00 | 159 | 37.32 | 03-31-2024 |