Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUCKINGHAM STRATEGIC WEALTH LLC | COM | 351 | $434,898 | 8,175 | 0.00 | 0.00 | 4,482 | 121.36 | 03-31-2024 |
ATRIA WEALTH SOLUTIONS INC | COM | 352 | $432,463 | 8,129 | 0.00 | 8,129 | +Inf | 03-31-2024 | |
DUNCKER STREETT & CO INC | COM | 353 | $426,785 | 8,022 | 0.00 | 0.00 | 1,086 | 15.66 | 03-31-2024 |
MML INVESTORS SERVICES LLC | COM | 354 | $415,000 | 7,803 | 0.00 | 0.00 | 3,101 | 65.95 | 03-31-2024 |