Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MV CAPITAL MANAGEMENT INC | COM | 751 | $3,273,590 | 12,633 | 0.00 | 0.00 | 393 | 3.21 | 03-31-2024 |
BROWN MILLER WEALTH MANAGEMENT LLC | COM | 752 | $3,267,000 | 12,610 | 1.44 | 1.37 | 482 | 3.97 | 03-31-2024 |
PARK AVENUE SECURITIES LLC | COM | 753 | $3,266,000 | 12,605 | 0.04 | 0.04 | -1,258 | -9.07 | 03-31-2024 |
APRICUS WEALTH LLC | COM | 754 | $3,254,414 | 12,559 | 0.00 | 0.00 | -673 | -5.09 | 03-31-2024 |