Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE PLANNING | COM | 151 | $318,526 | 9,435 | 0.00 | 9,435 | +Inf | 12-31-2023 | |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | INC COM | 152 | $272,000 | 9,191 | 0.00 | 0.00 | 3,123 | 51.47 | 03-31-2024 |
JUPITER ASSET MANAGEMENT LTD | COM | 153 | $304,886 | 9,031 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | COM | 154 | $266,964 | 9,016 | 0.00 | 0.00 | 1,579 | 21.23 | 03-31-2024 |