Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAMELOT PORTFOLIOS LLC | COM | 2301 | $283,976 | 2,800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MARTINGALE ASSET MANAGEMENT L P | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -41 | -1.44 | 12-31-2023 |
ADVISORY ALPHA LLC | COM | 2303 | $283,749 | 2,797 | 0.00 | 2,797 | +Inf | 03-31-2024 | |
EPG WEALTH MANAGEMENT LLC | COM | 2304 | $282,713 | 2,788 | 0.00 | 0.00 | -2 | -0.07 | 03-31-2024 |