Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FMR LLC | COM | 251 | $75,950 | 906 | 0.00 | 0.00 | 182 | 25.14 | 03-31-2024 |
QUADRANT CAPITAL GROUP LLC | COM | 252 | $67,148 | 801 | 0.00 | 0.00 | 63 | 8.54 | 03-31-2024 |
ATWOOD & PALMER INC | COM | 253 | $62,873 | 750 | 0.00 | 0.00 | 300 | 66.67 | 03-31-2024 |
ADVISORS ASSET MANAGEMENT INC | COM | 254 | $61,615 | 735 | 0.00 | 0.00 | -11,062 | -93.77 | 03-31-2024 |