Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL ENGINES ADVISORS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 1,072 | +Inf | 03-31-2024 | |
KEY FINANCIAL INC | COM | 1602 | $202,872 | 1,065 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PETTEE INVESTORS INC | COM | 1603 | $243,718 | 1,059 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMERITAS ADVISORY SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,058 | +Inf | 03-31-2024 |