Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AFFINITY INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,442 | -23.38 | 03-31-2024 |
LSV ASSET MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
OUTLOOK WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,982 | -18.32 | 03-31-2024 |
BRIGHTON JONES LLC | COM | 604 | $575,094 | 17,619 | 0.00 | 17,619 | +Inf | 12-31-2023 |