Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SS&H FINANCIAL ADVISORS INC | COM | 151 | $908,000 | 19,200 | 0.38 | 0.35 | 0 | 0.00 | 03-31-2024 |
FOCUS FINANCIAL NETWORK INC | COM | 152 | $906,344 | 19,194 | 0.00 | 19,194 | +Inf | 03-31-2024 | |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 153 | $903,949 | 19,107 | 0.00 | 0.00 | 1,077 | 5.97 | 03-31-2024 |
NEWEDGE WEALTH LLC | COM | 154 | $952,101 | 19,084 | 0.00 | 19,084 | +Inf | 03-31-2024 |