Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATUREFD LLC | COM | 951 | $854,002 | 18,831 | 0.00 | 0.00 | 629 | 3.46 | 03-31-2024 |
ROYAL FUND MANAGEMENT LLC | COM | 952 | $846,499 | 18,665 | 0.00 | 0.00 | 5,011 | 36.70 | 03-31-2024 |
AMERITAS ADVISORY SERVICES LLC | COM | 953 | $836,529 | 18,624 | 0.00 | 0.00 | 7,932 | 74.19 | 03-31-2024 |
CAPITAL ASSET ADVISORY SERVICES LLC | COM | 954 | $823,108 | 18,610 | 0.00 | 0.00 | -822 | -4.23 | 03-31-2024 |