Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY WEALTH ASSET MANAGEMENT LLC | COM NEW | 651 | $255,246 | 4,007 | 0.00 | 0.00 | 175 | 4.57 | 03-31-2024 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | 652 | $416,380 | 3,991 | 0.00 | 0.00 | -5,759 | -59.07 | 06-30-2023 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY LLC | COM NEW | 653 | $248,984 | 3,949 | 0.00 | 0.00 | 12 | 0.30 | 12-31-2023 |
QUADRANT CAPITAL GROUP LLC | COM NEW | 654 | $247,535 | 3,926 | 0.00 | 0.00 | 3,180 | 426.27 | 12-31-2023 |