Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DA DAVIDSON & CO | SHS | 351 | $1,202,313 | 13,834 | 0.00 | 0.00 | 1,634 | 13.39 | 03-31-2024 |
SENDERO WEALTH MANAGEMENT LLC | SHS | 352 | $1,189,190 | 13,683 | 0.00 | 0.00 | -5,475 | -28.58 | 03-31-2024 |
CETERA ADVISOR NETWORKS LLC | SHS | 353 | $1,010,603 | 13,598 | 0.00 | 13,598 | +Inf | 12-31-2023 | |
QS INVESTORS LLC | SHS | 354 | $687,000 | 13,403 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2021 |