Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CETERA ADVISOR NETWORKS LLC | COM | 551 | $2,497,997 | 19,051 | 0.00 | 0.00 | 682 | 3.71 | 12-31-2023 |
RIVER WEALTH ADVISORS LLC | COM | 552 | $2,833,988 | 19,034 | 0.00 | 0.00 | -1,641 | -7.94 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 553 | $2,825,044 | 18,974 | 0.00 | 0.00 | 1,626 | 9.37 | 03-31-2024 |
B METZLER SEEL SOHN & CO HOLDING AG | COM | 554 | $3,066,000 | 18,931 | 0.04 | 0.05 | -3,460 | -15.45 | 09-30-2021 |