Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DONALDSON CAPITAL MANAGEMENT LLC | COM | 401 | $4,051,653 | 20,831 | 0.00 | 0.00 | 2,510 | 13.70 | 03-31-2024 |
ATRIA WEALTH SOLUTIONS INC | COM | 402 | $3,873,343 | 20,776 | 0.00 | 0.00 | -521 | -2.45 | 12-31-2023 |
WEALTHFRONT ADVISERS LLC | COM | 403 | $4,031,791 | 20,729 | 0.00 | 0.00 | -3,400 | -14.09 | 03-31-2024 |
EQUITABLE HOLDINGS INC | COM | 404 | $5,272,393 | 20,724 | 0.00 | 0.00 | -66 | -0.32 | 03-31-2023 |