Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL INSIGHTS INC | CL A | 651 | $379,225 | 1,750 | 0.00 | 0.53 | 0 | 0.00 | 03-31-2024 |
PRINCIPAL SECURITIES INC | CL A | 652 | $441,928 | 1,742 | 0.00 | 1,742 | +Inf | 12-31-2023 | |
VIDENT ADVISORY LLC | CL A | 653 | $348,495 | 1,741 | 0.00 | 1,741 | +Inf | 09-30-2023 | |
AMERICANA PARTNERS LLC | CL A | 654 | $372,507 | 1,719 | 0.00 | 0.00 | 316 | 22.52 | 03-31-2024 |