Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VERITY ASSET MANAGEMENT INC | COM | 801 | $431,598 | 4,989 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EQUITABLE HOLDINGS INC | COM | 802 | $482,058 | 4,982 | 0.00 | 0.00 | -1,246 | -20.01 | 03-31-2024 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 803 | $478,506 | 4,945 | 0.00 | 0.00 | -272 | -5.21 | 03-31-2024 |
EP WEALTH ADVISORS LLC | COM | 804 | $477,511 | 4,935 | 0.00 | 0.00 | 269 | 5.77 | 03-31-2024 |