Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOVEREIGN FINANCIAL GROUP INC | COM | 551 | $308,789 | 9,750 | 0.00 | 9,750 | +Inf | 03-31-2024 | |
CREATIVEONE WEALTH LLC | COM | 552 | $306,000 | 9,662 | 0.01 | 0.01 | 2,969 | 44.36 | 03-31-2024 |
FORVIS WEALTH ADVISORS LLC | COM | 553 | $305,204 | 9,637 | 0.00 | 0.00 | 777 | 8.77 | 03-31-2024 |
QS INVESTORS LLC | COM | 554 | $349,000 | 9,613 | 0.00 | 0.01 | -3,300 | -25.56 | 06-30-2021 |