Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 951 | $1,833,085 | 5,278 | 0.00 | 0.00 | -58 | -1.09 | 03-31-2024 |
FULTON BANK NA | COM | 952 | $1,818,966 | 5,237 | 0.00 | 0.00 | 309 | 6.27 | 03-31-2024 |
PRINCIPAL SECURITIES INC | COM | 953 | $1,815,516 | 5,227 | 0.00 | 0.00 | -115 | -2.15 | 03-31-2024 |
CHIRON CAPITAL MANAGEMENT LLC | COM | 954 | $1,621,880 | 5,200 | 0.00 | 0.00 | -140 | -2.62 | 12-31-2023 |