Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE WEALTH MANAGEMENT LLC | COM | 651 | $1,641,105 | 6,563 | 0.00 | 0.00 | -365 | -5.27 | 03-31-2024 |
MEIJI YASUDA ASSET MANAGEMENT CO LTD | COM | 652 | $1,629,761 | 6,518 | 0.00 | 0.00 | -10,756 | -62.27 | 03-31-2024 |
RFG ADVISORY LLC | COM | 653 | $1,628,725 | 6,514 | 0.00 | 0.00 | 709 | 12.21 | 03-31-2024 |
CETERA ADVISORS LLC | COM | 654 | $1,464,194 | 6,511 | 0.00 | 0.00 | 3,550 | 119.89 | 12-31-2023 |