Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEALTH ADVISORS | COM | 201 | $7,864,000 | 98,305 | 0.32 | 98,305 | +Inf | 06-30-2021 | |
TORONTO DOMINION BANK | COM | 202 | $8,460,938 | 97,803 | 0.00 | 0.00 | 2,804 | 2.95 | 12-31-2023 |
ARGI INVESTMENT SERVICES LLC | COM | 203 | $6,118,000 | 96,972 | 0.21 | 0.03 | 80,860 | 501.86 | 09-30-2022 |
D E SHAW & CO INC | COM | 204 | $7,181,287 | 96,419 | 0.00 | 0.03 | -291,085 | -75.12 | 09-30-2023 |