Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 501 | $7,505 | 206 | 0.00 | 206 | +Inf | 03-31-2024 | |
BELL INVESTMENT ADVISORS INC | COM | 502 | $7,359 | 202 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 503 | $6,645 | 189 | 0.00 | 189 | +Inf | 03-31-2024 | |
PARKSIDE FINANCIAL BANK & TRUST | COM | 504 | $6,084 | 167 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |