Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REGAL INVESTMENT ADVISORS LLC | COM | 601 | $811,396 | 1,295 | 0.00 | 0.00 | -9 | -0.69 | 03-31-2024 |
VALUES FIRST ADVISORS INC | COM | 602 | $807,843 | 1,289 | 0.00 | 0.00 | -138 | -9.67 | 03-31-2024 |
MERCER GLOBAL ADVISORS INC /ADV | COM | 603 | $795,000 | 1,269 | 0.00 | 0.00 | 128 | 11.22 | 03-31-2024 |
OSTRUM ASSET MANAGEMENT | Common Stock | 604 | $619,073 | 1,257 | 0.00 | 1,257 | +Inf | 09-30-2023 |