Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VERDENCE CAPITAL ADVISORS LLC | COM | 701 | $917,873 | 7,610 | 0.00 | 0.00 | 492 | 6.91 | 03-31-2024 |
FIRST TRUST DIRECT INDEXING LP | COM | 702 | $585,086 | 7,532 | 0.00 | 0.00 | 1,113 | 17.34 | 06-30-2023 |
OUTLOOK WEALTH ADVISORS LLC | COM | 703 | $908,058 | 7,528 | 0.00 | 0.00 | -727 | -8.81 | 03-31-2024 |
JOHNSON INVESTMENT COUNSEL INC | CS | 704 | $904,168 | 7,496 | 0.00 | 0.00 | -28 | -0.37 | 03-31-2024 |