Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVITAS WEALTH MANAGEMENT LLC | COM | 551 | $971,795 | 1,551 | 0.00 | 0.00 | 31 | 2.04 | 03-31-2024 |
PARK AVENUE SECURITIES LLC | COM | 552 | $969,000 | 1,547 | 0.01 | 0.01 | 119 | 8.33 | 03-31-2024 |
WCM INVESTMENT MANAGEMENT LLC | COM | 553 | $958,637 | 1,530 | 0.00 | 0.00 | 35 | 2.34 | 03-31-2024 |
FULCRUM ASSET MANAGEMENT LLP | COM | 554 | $723,000 | 1,523 | 0.21 | 0.22 | 866 | 131.81 | 03-31-2022 |