Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANDRA AP-FONDEN | COM | 251 | $5,964,647 | 72,713 | 0.00 | 72,713 | +Inf | 03-31-2024 | |
BERGER FINANCIAL GROUP INC | COM | 252 | $5,737,273 | 69,941 | 0.00 | 0.00 | 67,009 | 2285.44 | 03-31-2024 |
CREATIVE PLANNING | COM | 253 | $5,346,432 | 68,299 | 0.00 | 0.00 | -787 | -1.14 | 12-31-2023 |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 254 | $5,504,271 | 67,101 | 0.00 | 0.00 | 13,289 | 24.70 | 03-31-2024 |