Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CERITY PARTNERS LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 7,879 | 26.34 | 12-31-2023 |
HIGHLAND CAPITAL MANAGEMENT LLC | COM | 452 | $3,586,000 | 37,766 | 0.25 | 37,766 | +Inf | 12-31-2022 | |
WORLDQUANT MILLENNIUM ADVISORS LLC | COM | 453 | $3,052,897 | 37,588 | 0.00 | 0.42 | -186,536 | -83.23 | 12-31-2023 |
MAINSTREET INVESTMENT ADVISORS LLC | Common Stock | 454 | $3,232,711 | 37,546 | 0.00 | 37,546 | +Inf | 03-31-2024 |