Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 801 | $249,622 | 11,990 | 0.00 | 0.00 | 1,966 | 19.61 | 03-31-2024 |
STONEGATE INVESTMENT GROUP LLC | COM | 802 | $248,995 | 11,959 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DANA INVESTMENT ADVISORS INC | COM | 803 | $248,112 | 11,917 | 0.00 | 0.00 | 1,356 | 12.84 | 03-31-2024 |
PCG WEALTH ADVISORS LLC | COM | 804 | $247,751 | 11,900 | 0.00 | 11,900 | +Inf | 03-31-2024 |