Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WADDELL & ASSOCIATES LLC | COM | 1651 | $318,963 | 1,289 | 0.00 | 0.00 | -6 | -0.46 | 03-31-2024 |
QUANTAMENTAL TECHNOLOGIES LLC | COM | 1652 | $340,045 | 1,288 | 0.00 | 0.00 | -825 | -39.04 | 06-30-2023 |
EVERNEST FINANCIAL ADVISORS LLC | COM | 1653 | $301,312 | 1,287 | 0.00 | 1,287 | +Inf | 03-31-2024 | |
SEACREST WEALTH MANAGEMENT LLC | COM | 1654 | $318,129 | 1,286 | 0.00 | 0.00 | -643 | -33.33 | 03-31-2024 |