Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORS ASSET MANAGEMENT INC | COM | 501 | $50,020 | 2,655 | 0.00 | 2,655 | +Inf | 03-31-2024 | |
AMERICAN PORTFOLIOS ADVISORS | COM | 502 | $48,101 | 2,574 | 0.00 | 2,574 | +Inf | 09-30-2022 | |
GLOBAL RETIREMENT PARTNERS LLC | COM | 503 | $48,072 | 2,552 | 0.00 | 0.00 | -199 | -7.23 | 03-31-2024 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 504 | $42,427 | 2,252 | 0.00 | 0.00 | 105 | 4.89 | 03-31-2024 |