Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FCF ADVISORS LLC | COM | 801 | $1,074,816 | 5,253 | 0.00 | 0.00 | -34 | -0.64 | 06-30-2023 |
STEEL PEAK WEALTH MANAGEMENT LLC | COM | 802 | $973,966 | 5,212 | 0.00 | 0.07 | 200 | 3.99 | 12-31-2022 |
DIVERSIFY ADVISORY SERVICES LLC | COM | 803 | $1,345,196 | 5,185 | 0.00 | 5,185 | +Inf | 03-31-2024 | |
VESTMARK ADVISORY SOLUTIONS INC | COM | 804 | $1,260,739 | 5,178 | 0.00 | 0.00 | -1,150 | -18.17 | 12-31-2023 |