Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST TRUST INVESTMENT SOLUTIONS LP | COM | 2551 | $446,824 | 808 | 0.00 | 0.00 | 1 | 0.12 | 06-30-2024 |
FIRSTPURPOSE WEALTH LLC | COM | 2552 | $408,985 | 808 | 0.00 | 0.00 | -15 | -1.82 | 09-30-2023 |
FERGUSON SHAPIRO LLC | COM | 2553 | $446,885 | 808 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CYPRESS WEALTH SERVICES LLC | COM | 2554 | $446,300 | 807 | 0.00 | 0.00 | 23 | 2.93 | 06-30-2024 |