Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SWEET FINANCIAL PARTNERS LLC | COM | 1751 | $2,631,045 | 1,985 | 0.00 | 0.00 | -56 | -2.74 | 03-31-2024 |
CONNECTIVE PORTFOLIO MANAGEMENT LLC | COM | 1752 | $2,624,312 | 1,980 | 0.00 | 1,980 | +Inf | 03-31-2024 | |
STEWARD PARTNERS INVESTMENT SOLUTIONS LLC | Common Stock | 1753 | $2,204,593 | 1,975 | 0.00 | 1,975 | +Inf | 12-31-2023 | |
LIFEWORKS ADVISORS LLC | COM | 1754 | $2,204,314 | 1,975 | 0.00 | 0.00 | 59 | 3.08 | 12-31-2023 |