Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ELEVATED CAPITAL ADVISORS LLC | COM | 1451 | $658,656 | 3,333 | 0.00 | 0.00 | 282 | 9.24 | 03-31-2024 |
HORST & GRABEN WEALTH MANAGEMENT LLC | COM | 1452 | $655,206 | 3,316 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LINEWEAVER WEALTH ADVISORS LLC | COM | 1453 | $717,058 | 3,314 | 0.00 | 0.00 | 1,054 | 46.64 | 12-31-2023 |
WORLDQUANT MILLENNIUM ADVISORS LLC | COM | 1454 | $714,347 | 3,309 | 0.00 | 0.60 | -97,856 | -96.73 | 12-31-2023 |