Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
YORKTOWN MANAGEMENT & RESEARCH CO INC | COM | 751 | $440,323 | 650 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KNUFF & CO LLC | COM | 752 | $408,745 | 648 | 0.00 | 648 | +Inf | 12-31-2023 | |
LINCOLN NATIONAL CORP | COM | 753 | $408,329 | 647 | 0.00 | 647 | +Inf | 12-31-2023 | |
BUCKINGHAM STRATEGIC WEALTH LLC | COM | 754 | $226,310 | 640 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |