Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 501 | $25,153 | 164 | 0.00 | 0.00 | 34 | 26.15 | 03-31-2024 |
SCARBOROUGH ADVISORS LLC | COM | 502 | $24,634 | 161 | 0.00 | 0.00 | -117 | -42.09 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 503 | $24,109 | 157 | 0.00 | 0.00 | -55 | -25.94 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 504 | $23,006 | 150 | 0.00 | 0.00 | -50 | -25.00 | 03-31-2024 |