Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OUTLOOK WEALTH ADVISORS LLC | COM | 1301 | $502,758 | 7,185 | 0.00 | 0.00 | -261 | -3.51 | 03-31-2024 |
HF ADVISORY GROUP LLC | COM | 1302 | $502,048 | 7,176 | 0.00 | 0.00 | 916 | 14.63 | 03-31-2024 |
MQS MANAGEMENT LLC | COM | 1303 | $467,445 | 7,176 | 0.00 | 7,176 | +Inf | 12-31-2023 | |
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | COM | 1304 | $501,112 | 7,162 | 0.00 | 0.00 | -227 | -3.07 | 03-31-2024 |