Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EMPOWER ADVISORY GROUP LLC | COM | 901 | $884,658 | 2,842 | 0.00 | 0.00 | 29 | 1.03 | 03-31-2024 |
QUADCAP WEALTH MANAGEMENT LLC | COM | 902 | $773,258 | 2,839 | 0.00 | 2,839 | +Inf | 12-31-2023 | |
SAVANT CAPITAL LLC | COM | 903 | $766,178 | 2,813 | 0.00 | 0.00 | 1,125 | 66.65 | 12-31-2023 |
MERIT FINANCIAL GROUP LLC | COM | 904 | $764,875 | 2,808 | 0.00 | 0.00 | 1,701 | 153.66 | 12-31-2023 |