Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEEL PEAK WEALTH MANAGEMENT LLC | COM | 451 | $11,122,795 | 46,430 | 0.00 | 0.18 | 32,039 | 222.63 | 12-31-2022 |
KAVAR CAPITAL PARTNERS GROUP LLC | COM | 452 | $13,726,184 | 46,424 | 0.00 | 0.00 | 24,289 | 109.73 | 12-31-2023 |
ING GROEP NV | COM | 453 | $11,365,788 | 46,193 | 0.00 | 0.00 | -99,014 | -68.19 | 06-30-2023 |
CONGRESS WEALTH MANAGEMENT LLC / DE / | COM | 454 | $16,868,258 | 46,033 | 0.00 | 0.00 | -913 | -1.94 | 03-31-2024 |