Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | COM | 651 | $1,538,922 | 9,834 | 0.00 | 0.00 | -678 | -6.45 | 03-31-2024 |
IA GLOBAL ASSET MANAGEMENT INC | COM | 652 | $1,528,000 | 9,767 | 0.02 | 0.02 | 66 | 0.68 | 03-31-2024 |
MIRACLE MILE ADVISORS LLC | COM | 653 | $1,511,850 | 9,661 | 0.00 | 0.00 | 61 | 0.64 | 03-31-2024 |
BCGM WEALTH MANAGEMENT LLC | COM | 654 | $1,375,969 | 9,646 | 0.00 | 0.00 | -88 | -0.90 | 12-31-2023 |