Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 401 | $52,039 | 82 | 0.00 | 0.00 | 72 | 720.00 | 03-31-2024 |
COVESTOR LTD | COMMON | 402 | $50,000 | 79 | 0.03 | 0.05 | -66 | -45.52 | 03-31-2024 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 403 | $50,134 | 79 | 0.00 | 0.00 | 20 | 33.90 | 03-31-2024 |
THOMPSON SIEGEL & WALMSLEY LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |