Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | COM | 951 | $651,000 | 3,738 | 0.04 | 0.04 | -212 | -5.37 | 12-31-2023 |
IVC WEALTH ADVISORS LLC | COM | 952 | $735,792 | 3,718 | 0.00 | 0.00 | 12 | 0.32 | 03-31-2024 |
PERSONAL CFO SOLUTIONS LLC | COM | 953 | $646,019 | 3,711 | 0.00 | 0.00 | -1,262 | -25.38 | 12-31-2023 |
FIRST TRUST DIRECT INDEXING LP | COM | 954 | $602,467 | 3,674 | 0.00 | 0.00 | -925 | -20.11 | 06-30-2023 |