Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MFA WEALTH ADVISORS LLC | UNIT SER 1 | 1401 | $7,444,272 | 16,766 | 0.00 | 0.00 | -707 | -4.05 | 03-31-2024 |
INTEGRITY FINANCIAL CORP /WA | UNIT SER 1 | 1402 | $7,421,110 | 16,714 | 0.01 | 0.00 | 1,195 | 7.70 | 03-31-2024 |
PINNACLE FINANCIAL PARTNERS INC | UNIT SER 1 | 1403 | $7,418,518 | 16,708 | 0.00 | 0.00 | -1,788 | -9.67 | 03-31-2024 |
CREWE ADVISORS LLC | UNIT SER 1 | 1404 | $6,836,402 | 16,694 | 0.00 | 0.00 | -957 | -5.42 | 12-31-2023 |