Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIVID WEALTH MANAGEMENT LLC | COM | 851 | $918,304 | 3,779 | 0.00 | 0.00 | -339 | -8.23 | 03-31-2024 |
FLPUTNAM INVESTMENT MANAGEMENT CO | COM | 852 | $917,773 | 3,777 | 0.00 | 0.00 | -85 | -2.20 | 03-31-2024 |
WESCOTT FINANCIAL ADVISORY GROUP LLC | COM | 853 | $773,050 | 3,764 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
USA FINANCIAL FORMULAS | COM | 854 | $913,399 | 3,759 | 0.00 | 3,759 | +Inf | 03-31-2024 |