Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN PORTFOLIOS ADVISORS | COM | 701 | $310,821 | 6,657 | 0.00 | 6,657 | +Inf | 09-30-2022 | |
FOGUTH WEALTH MANAGEMENT LLC | COM | 702 | $523,531 | 6,637 | 0.00 | 6,637 | +Inf | 03-31-2024 | |
V-SQUARE QUANTITATIVE MANAGEMENT LLC | A | 703 | $522,896 | 6,629 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ELCO MANAGEMENT CO LLC | COM | 704 | $438,987 | 6,554 | 0.00 | 0.00 | -464 | -6.61 | 12-31-2023 |