Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEEDER ASSET MANAGEMENT INC | CL A | Liquidated | $65,369 | 189 | 0.00 | 0.00 | 189 | +Inf | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | CL A | 702 | $61,565 | 178 | 0.00 | 0.00 | 94 | 111.90 | 03-31-2024 |
PRINCIPAL SECURITIES INC | CL A | 703 | $58,452 | 169 | 0.00 | 0.00 | 41 | 32.03 | 03-31-2024 |
PARALLEL ADVISORS LLC | Stock | 704 | $58,106 | 168 | 0.00 | 0.00 | 56 | 50.00 | 03-31-2024 |