Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLAIR WILLIAM & CO/IL | COM | 551 | $514,579 | 5,364 | 0.00 | 0.00 | 326 | 6.47 | 03-31-2024 |
TRUE VISION MN LLC | COM | 552 | $463,002 | 5,352 | 0.00 | 0.00 | 133 | 2.55 | 03-31-2024 |
BLEAKLEY FINANCIAL GROUP LLC | COM | 553 | $513,078 | 5,348 | 0.00 | 0.00 | 58 | 1.10 | 03-31-2024 |
SIMPLICITY WEALTHLLC | COM | 554 | $509,625 | 5,312 | 0.00 | 5,312 | +Inf | 03-31-2024 |