Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST TRUST DIRECT INDEXING LP | COM | 951 | $2,180,860 | 10,328 | 0.00 | 0.00 | 1,430 | 16.07 | 06-30-2023 |
PLANCORP LLC | COM | 952 | $2,686,898 | 10,308 | 0.00 | 0.00 | -2,245 | -17.88 | 12-31-2023 |
INSIGNEO ADVISORY SERVICES LLC | COM | 953 | $2,681,915 | 10,289 | 0.00 | 0.00 | 3,674 | 55.54 | 12-31-2023 |
SIGNATUREFD LLC | COM | 954 | $1,963,944 | 10,246 | 0.00 | 0.04 | 211 | 2.10 | 09-30-2023 |