Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCIPLE WEALTH PARTNERS LLC | COM | 1951 | $269,340 | 3,677 | 0.00 | 0.00 | -700 | -15.99 | 03-31-2024 |
GOOD LIFE ADVISORS LLC | COM | 1952 | $297,721 | 3,675 | 0.00 | 0.00 | -429 | -10.45 | 12-31-2023 |
PORTFOLIO DESIGN LABS LLC | COM | 1953 | $296,497 | 3,660 | 0.00 | 3,660 | +Inf | 12-31-2023 | |
LOOMIS SAYLES & CO L P | COMMON | 1954 | $295,000 | 3,646 | 0.00 | 0.00 | -195 | -5.08 | 12-31-2023 |