Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATOS WEALTH PARTNERS LTD | COM | 551 | $229,078 | 436 | 0.00 | 436 | +Inf | 03-31-2024 | |
FORUM FINANCIAL MANAGEMENT LP | COM | 552 | $228,262 | 435 | 0.00 | 435 | +Inf | 03-31-2024 | |
COMMERCE BANK | COM | 553 | $228,260 | 435 | 0.00 | 435 | +Inf | 03-31-2024 | |
SUMMITRY LLC | COM | 554 | $225,119 | 429 | 0.00 | 429 | +Inf | 03-31-2024 |