Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUCKINGHAM STRATEGIC WEALTH LLC | COM | 751 | $209,889 | 651 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
EP WEALTH ADVISORS LLC | COM | 752 | $268,851 | 643 | 0.00 | 643 | +Inf | 12-31-2023 | |
WALDRON PRIVATE WEALTH LLC | COM | 753 | $265,000 | 636 | 0.01 | 0.01 | 55 | 9.47 | 12-31-2023 |
B METZLER SEEL SOHN & CO HOLDING AG | COM | 754 | $291,000 | 635 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |