Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONEY CONCEPTS CAPITAL CORP | COM | 551 | $640,616 | 4,358 | 0.00 | 0.00 | 146 | 3.47 | 03-31-2024 |
MCKINLEY CARTER WEALTH SERVICES INC | COM | 552 | $635,187 | 4,321 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GATEWAY INVESTMENT ADVISERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,311 | 44.46 | 03-31-2024 |
CARMEL CAPITAL PARTNERS LLC | COM | 554 | $613,431 | 4,173 | 0.00 | 0.00 | 497 | 13.52 | 03-31-2024 |