Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLATFORM TECHNOLOGY PARTNERS | COM | 701 | $625,697 | 3,166 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GATEWAY ADVISORY LLC | COM | 702 | $651,405 | 3,166 | 0.00 | 0.00 | -57 | -1.77 | 12-31-2023 |
FULTON BANK NA | COM | 703 | $648,381 | 3,165 | 0.00 | 0.00 | 345 | 12.23 | 03-31-2024 |
ONEDIGITAL INVESTMENT ADVISORS LLC | COM | 704 | $643,614 | 3,142 | 0.00 | 0.00 | 24 | 0.77 | 03-31-2024 |