Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WINCH ADVISORY SERVICES LLC | COM | 1651 | $845,987 | 10,269 | 0.00 | 0.28 | 532 | 5.46 | 12-31-2023 |
IMPACT PARTNERSHIP WEALTH LLC | SHS | 1652 | $843,851 | 10,243 | 0.00 | 0.00 | 8,998 | 722.73 | 12-31-2023 |
KURE ADVISORY LLC | SHS | 1653 | $842,996 | 10,233 | 0.00 | 0.00 | -193 | -1.85 | 12-31-2023 |
LINCOLN NATIONAL CORP | SHS | 1654 | $842,827 | 10,231 | 0.00 | 0.02 | 2,143 | 26.50 | 12-31-2023 |