Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NKCFO LLC | COM | 651 | $277,000 | 2,600 | 0.17 | 2,600 | +Inf | 03-31-2024 | |
PDS PLANNING INC | COM | 652 | $275,248 | 2,584 | 0.00 | 0.00 | -5 | -0.19 | 03-31-2024 |
EXENCIAL WEALTH ADVISORS LLC | COM | 653 | $273,544 | 2,568 | 0.00 | 2,568 | +Inf | 03-31-2024 | |
KEYSTONE FINANCIAL GROUP | Common Stock | 654 | $269,708 | 2,532 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |