Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AFFINITY INVESTMENT ADVISORS LLC | CL A | 401 | $1,141,230 | 698 | 0.00 | 0.00 | 1 | 0.14 | 03-31-2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | CL A | 402 | $1,136,066 | 695 | 0.00 | 0.00 | -711 | -50.57 | 03-31-2024 |
CETERA ADVISOR NETWORKS LLC | CL A | 403 | $976,949 | 688 | 0.00 | 0.00 | 4 | 0.58 | 12-31-2023 |
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | CL A | 404 | $1,115,070 | 682 | 0.00 | 0.00 | 102 | 17.59 | 03-31-2024 |