Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORVIS WEALTH ADVISORS LLC | COM | 601 | $328,772 | 6,159 | 0.00 | 0.00 | 169 | 2.82 | 03-31-2024 |
MML INVESTORS SERVICES LLC | COM | 602 | $326,000 | 6,116 | 0.00 | 0.02 | -56,374 | -90.21 | 03-31-2024 |
BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 603 | $325,219 | 6,092 | 0.00 | 6,092 | +Inf | 03-31-2024 | |
BRIDGEFRONT CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,828 | -31.71 | 03-31-2024 |