Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUCKLEY WEALTH MANAGEMENT LLC | COM | 1251 | $8,414,744 | 53,686 | 0.00 | 0.00 | 4,684 | 9.56 | 12-31-2023 |
DYNAMIC ADVISOR SOLUTIONS LLC | COM | 1252 | $8,487,835 | 53,656 | 0.00 | 0.00 | -2,289 | -4.09 | 03-31-2024 |
MCCOLLUM CHRISTOFERSON GROUP LLC | COM | 1253 | $8,473,289 | 53,564 | 0.00 | 0.00 | -474 | -0.88 | 03-31-2024 |
BIONDO INVESTMENT ADVISORS LLC | COM | 1254 | $8,374,867 | 53,432 | 0.00 | 0.00 | 211 | 0.40 | 12-31-2023 |