Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COPPELL ADVISORY SOLUTIONS LLC | WING | 551 | $39,513 | 154 | 0.00 | 154 | +Inf | 12-31-2023 | |
SIGNATUREFD LLC | COM | 552 | $49,856 | 136 | 0.00 | 0.00 | 17 | 14.29 | 03-31-2024 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 553 | $48,754 | 133 | 0.00 | 0.00 | 72 | 118.03 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | 554 | $45,291 | 120 | 0.00 | 120 | +Inf | 03-31-2024 |