Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SILVER LAKE ADVISORY LLC | COM | 451 | $4,303,860 | 234,671 | 0.00 | 2.29 | 3,308 | 1.43 | 03-31-2024 |
STRATEGIC WEALTH PARTNERS LTD | COM | 452 | $4,099,142 | 234,103 | 0.00 | 0.22 | 172,899 | 282.50 | 03-31-2023 |
VIDENT ADVISORY LLC | COM | 453 | $4,287,554 | 233,781 | 0.00 | 0.00 | 208,133 | 811.50 | 03-31-2024 |
PRIVATE WEALTH PARTNERS LLC | COM | 454 | $4,120,889 | 233,610 | 0.00 | 0.00 | 89,663 | 62.29 | 12-31-2023 |