Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WAHED INVEST LLC | SHS | 801 | $1,547,000 | 5,738 | 0.94 | 5,738 | +Inf | 09-30-2022 | |
IBEX WEALTH ADVISORS | COM | 802 | $1,832,000 | 5,617 | 0.50 | 5,617 | +Inf | 03-31-2024 | |
YORKBRIDGE WEALTH PARTNERS LLC | Stock | 803 | $1,785,835 | 5,475 | 0.00 | 0.37 | 475 | 9.50 | 12-31-2022 |
HIGHLAND CAPITAL MANAGEMENT LLC | SHS | 804 | $1,786,000 | 5,475 | 0.13 | 5,475 | +Inf | 12-31-2022 |