Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIMPLICITY SOLUTIONS LLC | COM | 751 | $376,806 | 3,486 | 0.00 | 0.00 | 81 | 2.38 | 12-31-2023 |
OLD NATIONAL BANCORP /IN/ | COM | 752 | $369,232 | 3,466 | 0.00 | 0.00 | 314 | 9.96 | 03-31-2024 |
SAVANT CAPITAL LLC | COM | 753 | $372,555 | 3,447 | 0.00 | 3,447 | +Inf | 12-31-2023 | |
EXENCIAL WEALTH ADVISORS LLC | COM | 754 | $365,842 | 3,434 | 0.00 | 0.00 | 893 | 35.14 | 03-31-2024 |