Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYSTM WEALTH SOLUTIONS LLC | COM | 451 | $4,872,316 | 110,534 | 0.00 | 0.00 | 9,054 | 8.92 | 03-31-2024 |
KEYSTONE FINANCIAL PLANNING INC | COM | 452 | $4,814,588 | 110,376 | 0.00 | 0.00 | -4,898 | -4.25 | 03-31-2024 |
SALOMON & LUDWIN LLC | COM | 453 | $4,809,675 | 110,263 | 0.00 | 110,263 | +Inf | 03-31-2024 | |
M&G INVESTMENT MANAGEMENT LTD | COM | 454 | $4,408,400,000 | 110,210 | 0.02 | 0.02 | 15,349 | 16.18 | 12-31-2023 |