Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARK AVENUE SECURITIES LLC | COM | 501 | $1,642,000 | 9,825 | 0.02 | 0.02 | -690 | -6.56 | 03-31-2024 |
WEALTHSHIELD PARTNERS LLC | COM | 502 | $1,635,008 | 9,782 | 0.00 | 0.00 | 792 | 8.81 | 03-31-2024 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | INC COM | 503 | $1,630,000 | 9,750 | 0.01 | 0.01 | 367 | 3.91 | 03-31-2024 |
CRESSET ASSET MANAGEMENT LLC | COM | 504 | $1,621,928 | 9,707 | 0.00 | 9,707 | +Inf | 06-30-2023 |