Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 501 | $4,429,734 | 15,276 | 0.00 | 0.00 | -3,334 | -17.92 | 03-31-2024 |
PINNACLE WEALTH MANAGEMENT LLC | COM | 502 | $2,779,182 | 15,110 | 0.00 | 15,110 | +Inf | 09-30-2023 | |
PROFUND ADVISORS LLC | COM | 503 | $4,363,039 | 15,046 | 0.00 | 0.00 | -358 | -2.32 | 03-31-2024 |
SUMMIT GLOBAL INVESTMENTS | COM | 504 | $4,362,000 | 15,041 | 0.32 | 0.03 | 12,384 | 466.09 | 03-31-2024 |