Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | COM | 801 | $349,676 | 12,108 | 0.00 | 0.00 | -592 | -4.66 | 12-31-2023 |
GATEWAY INVESTMENT ADVISERS LLC | COM | 802 | $346,982 | 11,887 | 0.00 | 11,887 | +Inf | 03-31-2024 | |
IHT WEALTH MANAGEMENT LLC | COM | 803 | $345,332 | 11,830 | 0.00 | 0.00 | -53 | -0.45 | 03-31-2024 |
WEALTHSPIRE ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,475 | 26.49 | 03-31-2024 |