Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHFRONT ADVISERS LLC | COM | 401 | $2,582,622 | 26,691 | 0.00 | 0.00 | -637 | -2.33 | 03-31-2024 |
ORION PORTFOLIO SOLUTIONS LLC | COM | 402 | $2,569,657 | 26,557 | 0.00 | 0.00 | -2,902 | -9.85 | 03-31-2024 |
GUARDIAN WEALTH MANAGEMENT INC | Stock | 403 | $2,550,898 | 26,363 | 0.00 | 0.00 | 409 | 1.58 | 03-31-2024 |
CHATHAM CAPITAL GROUP INC | COM | 404 | $2,250,990 | 26,020 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |