Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REHMANN CAPITAL ADVISORY GROUP | SHS | 401 | $809,779 | 26,360 | 0.00 | 0.00 | -1,741 | -6.20 | 03-31-2024 |
AJ WEALTH STRATEGIES LLC | SHS | 402 | $532,594 | 26,275 | 0.00 | 26,275 | +Inf | 06-30-2023 | |
NORDEN GROUP LLC | SHS | 403 | $806,100 | 26,240 | 0.00 | 26,240 | +Inf | 03-31-2024 | |
LIBERTY ONE INVESTMENT MANAGEMENT LLC | SHS | 404 | $805,795 | 26,230 | 0.00 | 0.00 | -10,154 | -27.91 | 03-31-2024 |