Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VINVA INVESTMENT MANAGEMENT LTD | COM | 551 | $445,875 | 3,458 | 0.00 | 0.00 | 3 | 0.09 | 09-30-2023 |
CETERA ADVISORS LLC | COM | 552 | $461,276 | 3,431 | 0.00 | 0.00 | 141 | 4.29 | 12-31-2023 |
NATIONS FINANCIAL GROUP INC /IA/ /ADV | REIT | 553 | $444,083 | 3,375 | 0.00 | 0.00 | -18 | -0.53 | 03-31-2024 |
CAPITAL ADVISORS WEALTH MANAGEMENT LLC | COM | 554 | $441,429 | 3,355 | 0.00 | 3,355 | +Inf | 03-31-2024 |