Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWEDGE ADVISORS LLC | COM | 551 | $713,079 | 45,103 | 0.00 | 0.00 | 5,562 | 14.07 | 03-31-2024 |
MERCER GLOBAL ADVISORS INC /ADV | COM | 552 | $712,000 | 45,027 | 0.00 | 0.00 | -7,644 | -14.51 | 03-31-2024 |
ORION PORTFOLIO SOLUTIONS LLC | COM | 553 | $699,600 | 44,250 | 0.00 | 0.00 | -10,111 | -18.60 | 03-31-2024 |
JAMISON PRIVATE WEALTH MANAGEMENT INC | COM | 554 | $694,823 | 43,948 | 0.00 | 0.00 | 192 | 0.44 | 03-31-2024 |