Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVANTAX PLANNING PARTNERS INC | COM | 901 | $243,565 | 1,459 | 0.00 | 1,459 | +Inf | 12-31-2023 | |
GERBER LLC | COM | 902 | $295,724 | 1,418 | 0.00 | 1,418 | +Inf | 03-31-2024 | |
STRATEGY ASSET MANAGERS LLC | COM | 903 | $289,467 | 1,388 | 0.00 | 0.00 | -25 | -1.77 | 03-31-2024 |
INDEPENDENT ADVISOR ALLIANCE | COM | 904 | $283,840 | 1,361 | 0.00 | 1,361 | +Inf | 03-31-2024 |