Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIMPLICITY WEALTHLLC | COM | 501 | $222,705 | 2,435 | 0.00 | 2,435 | +Inf | 03-31-2024 | |
O'SHAUGHNESSY ASSET MANAGEMENT LLC | COM | 502 | $220,144 | 2,407 | 0.00 | 2,407 | +Inf | 03-31-2024 | |
CWM LLC | COM | 503 | $217,000 | 2,375 | 0.00 | 0.00 | 508 | 27.21 | 03-31-2024 |
MARKS GROUP WEALTH MANAGEMENT INC | COM | 504 | $215,114 | 2,352 | 0.00 | 2,352 | +Inf | 03-31-2024 |