Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KESTRA ADVISORY SERVICES LLC | COM | 301 | $357,242 | 6,543 | 0.00 | 0.00 | -592 | -8.30 | 03-31-2024 |
ASSETMARK INC | COM | 302 | $342,259 | 6,344 | 0.00 | 0.00 | 1,101 | 21.00 | 12-31-2023 |
PLATFORM TECHNOLOGY PARTNERS | COM | 303 | $334,879 | 6,340 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BUCKINGHAM STRATEGIC WEALTH LLC | COM | 304 | $345,515 | 6,328 | 0.00 | 6,328 | +Inf | 03-31-2024 |