Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HBK SORCE ADVISORY LLC | COM | 901 | $283,584 | 2,040 | 0.00 | 0.00 | -78 | -3.68 | 03-31-2024 |
COMMONWEALTH FINANCIAL SERVICES LLC | COM | 902 | $261,311 | 2,018 | 0.00 | 2,018 | +Inf | 03-31-2024 | |
CASSADAY & CO WEALTH MANAGEMENT LLC | COM | 903 | $279,828 | 2,013 | 0.00 | 0.00 | 55 | 2.81 | 03-31-2024 |
SHAPIRO CAPITAL MANAGEMENT LLC | Common | 904 | $207,480 | 2,000 | 0.00 | 2,000 | +Inf | 06-30-2023 |