Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRISTLECONE ADVISORS LLC | COM | 651 | $398,640 | 1,325 | 0.00 | 0.00 | 90 | 7.29 | 03-31-2024 |
MERCER GLOBAL ADVISORS INC /ADV | COM | 652 | $397,000 | 1,306 | 0.00 | 1,306 | +Inf | 06-30-2023 | |
CERITY PARTNERS LLC | Stock | 653 | $423,126 | 1,285 | 0.00 | 0.00 | -47 | -3.53 | 12-31-2023 |
BLUESHIFT ASSET MANAGEMENT LLC | COM | 654 | $422,137 | 1,282 | 0.00 | 1,282 | +Inf | 12-31-2023 |