Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INDEPENDENT ADVISOR ALLIANCE | COM | 751 | $7,315,655 | 75,536 | 0.00 | 0.00 | -2,641 | -3.38 | 09-30-2023 |
KINGSVIEW WEALTH MANAGEMENT LLC | COM | 752 | $8,307,562 | 75,475 | 0.00 | 0.00 | -3,746 | -4.73 | 12-31-2023 |
TRH FINANCIAL LLC | COM | 753 | $8,199,000 | 75,461 | 2.76 | 2.56 | 1,871 | 2.54 | 06-30-2022 |
MCKINLEY CAPITAL MANAGEMENT LLC | COM | 754 | $8,297,077 | 75,380 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |