Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLWORTH FINANCIAL LP | COM | 601 | $4,804 | 24 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
BELL INVESTMENT ADVISORS INC | COM | 602 | $8,428 | 23 | 0.00 | 0.00 | 1 | 4.55 | 03-31-2024 |
MACROVIEW INVESTMENT MANAGEMENT LLC | COM | 603 | $8,428 | 23 | 0.00 | 0.00 | -6 | -20.69 | 03-31-2024 |
PARKSIDE FINANCIAL BANK & TRUST | COM | 604 | $8,061 | 22 | 0.00 | 22 | +Inf | 03-31-2024 |