Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 701 | $476,910 | 757 | 0.00 | 0.00 | 31 | 4.27 | 12-31-2023 |
HARVEST FUND MANAGEMENT CO LTD | COM | 702 | $407,000 | 753 | 0.08 | 0.01 | 692 | 1134.43 | 06-30-2023 |
YORKBRIDGE WEALTH PARTNERS LLC | Stock | 703 | $265,915 | 752 | 0.00 | 0.10 | -107 | -12.46 | 12-31-2022 |
AE WEALTH MANAGEMENT LLC | COM | 704 | $449,135 | 747 | 0.00 | 0.00 | -9 | -1.19 | 12-31-2023 |