Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COASTAL BRIDGE ADVISORS LLC | COM | 901 | $653,358 | 1,490 | 0.00 | 0.00 | 2 | 0.13 | 03-31-2024 |
ACCEL WEALTH MANAGEMENT | COM | 902 | $649,810 | 1,482 | 0.00 | 0.00 | -95 | -6.02 | 03-31-2024 |
BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 903 | $647,927 | 1,477 | 0.00 | 1,477 | +Inf | 03-31-2024 | |
HORIZON INVESTMENTS LLC | COM | 904 | $644,835 | 1,476 | 0.00 | 0.00 | 55 | 3.87 | 03-31-2024 |