Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE FINANCIAL PARTNERS INC | COM | 501 | $286,002 | 1,466 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KESTRA ADVISORY SERVICES LLC | COM | 502 | $284,192 | 1,457 | 0.00 | 1,457 | +Inf | 03-31-2024 | |
ABACUS PLANNING GROUP INC | COM | 503 | $274,806 | 1,455 | 0.00 | 0.00 | -1,677 | -53.54 | 12-31-2023 |
BUCKINGHAM STRATEGIC WEALTH LLC | COM | 504 | $276,821 | 1,419 | 0.00 | 0.00 | -49 | -3.34 | 03-31-2024 |