Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOX RUN MANAGEMENT LLC | COM | 351 | $230,877 | 2,503 | 0.00 | 2,503 | +Inf | 12-31-2023 | |
CLARUS WEALTH ADVISORS | COM | 352 | $224,234 | 2,478 | 0.00 | 0.00 | -841 | -25.34 | 03-31-2024 |
CALTON & ASSOCIATES INC | COM | Liquidated | $0 | 0 | 0.00 | 2,423 | +Inf | 03-31-2024 | |
O'SHAUGHNESSY ASSET MANAGEMENT LLC | COM | 354 | $221,192 | 2,398 | 0.00 | 2,398 | +Inf | 12-31-2023 |