Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KESTRA PRIVATE WEALTH SERVICES LLC | COM | 651 | $231,245 | 4,588 | 0.00 | 0.00 | 9 | 0.20 | 03-31-2024 |
HEARTLAND BANK & TRUST CO | Com | 652 | $233,928 | 4,560 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FISHER ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 4,546 | +Inf | 03-31-2024 | |
EP WEALTH ADVISORS LLC | COM | 654 | $232,325 | 4,529 | 0.00 | 4,529 | +Inf | 12-31-2023 |