Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLIANCE WEALTH ADVISORS LLC /UT | COM | 1651 | $597,723 | 6,456 | 0.00 | 0.00 | -214 | -3.21 | 09-30-2023 |
AZIMUTH CAPITAL MANAGEMENT LLC | COM | 1652 | $606,000 | 6,450 | 0.03 | 0.03 | -200 | -3.01 | 03-31-2022 |
FOURTHOUGHT FINANCIAL PARTNERS LLC | Stock | 1653 | $600,419 | 6,382 | 0.00 | 0.00 | 1 | 0.02 | 12-31-2023 |
AMERICAN CENTURY COMPANIES INC | COM | 1654 | $599,760 | 6,375 | 0.00 | 0.00 | -3,875 | -37.80 | 12-31-2023 |