Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURED RETIREMENT ADVISORS LLC | COM | 651 | $955,173 | 16,580 | 0.00 | 16,580 | +Inf | 12-31-2023 | |
ATLANTIC UNION BANKSHARES CORP | Stock | 652 | $977,053 | 16,482 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JT STRATFORD LLC | COM | 653 | $928,731 | 16,121 | 0.00 | 16,121 | +Inf | 12-31-2023 | |
FIRST TRUST DIRECT INDEXING LP | COM | 654 | $925,933 | 16,120 | 0.00 | 0.00 | 9,148 | 131.21 | 06-30-2023 |