Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVANTAX ADVISORY SERVICES INC | COM | 601 | $6,936,206 | 16,887 | 0.00 | 0.00 | -2,516 | -12.97 | 03-31-2024 |
MERIDIAN WEALTH MANAGEMENT LLC | COM | 602 | $6,925,186 | 16,845 | 0.00 | 0.00 | -457 | -2.64 | 03-31-2024 |
HARTFORD INVESTMENT MANAGEMENT CO | COM | 603 | $6,906,182 | 16,814 | 0.00 | 0.00 | -1,231 | -6.82 | 03-31-2024 |
CX INSTITUTIONAL | COM | 604 | $6,884,378 | 16,761 | 0.00 | 0.00 | 9,279 | 124.02 | 03-31-2024 |