Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KFG WEALTH MANAGEMENT LLC | COM | 1501 | $650,627 | 4,071 | 0.00 | 0.00 | -114 | -2.72 | 03-31-2024 |
OUTLOOK WEALTH ADVISORS LLC | COM | 1502 | $649,828 | 4,066 | 0.00 | 0.00 | -376 | -8.46 | 03-31-2024 |
CONFLUENCE WEALTH SERVICES INC | COM | 1503 | $647,111 | 4,049 | 0.00 | 0.00 | -145 | -3.46 | 03-31-2024 |
NORTHWEST BANCSHARES INC | COM | 1504 | $645,034 | 4,036 | 0.00 | 0.00 | 1,495 | 58.84 | 03-31-2024 |