Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LESTER MURRAY ANTMAN DBA SIMPLYRICH | COM | 2801 | $290,000 | 498 | 0.09 | 0.09 | 0 | 0.00 | 03-31-2024 |
DAYMARK WEALTH PARTNERS LLC | COM | 2802 | $288,861 | 497 | 0.00 | 0.00 | 3 | 0.61 | 03-31-2024 |
APELLA CAPITAL LLC | COM | 2803 | $292,832 | 497 | 0.00 | 0.00 | 3 | 0.61 | 03-31-2024 |
FINANCIAL ENGINES ADVISORS LLC | Common Stock | 2804 | $263,445 | 496 | 0.00 | 496 | +Inf | 12-31-2023 |