Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPTRUST FINANCIAL ADVISORS | Stock | 451 | $3,654,093 | 10,539 | 0.00 | 0.00 | -3,119 | -22.84 | 03-31-2024 |
JUMP FINANCIAL LLC | Common Stock | 452 | $3,654,082 | 10,539 | 0.00 | 0.00 | -7,534 | -41.69 | 03-31-2024 |
SUMMIT GLOBAL INVESTMENTS | COM | 453 | $3,618,000 | 10,436 | 0.27 | 0.59 | -9,237 | -46.95 | 03-31-2024 |
REGENTATLANTIC CAPITAL LLC | COM | 454 | $5,015,000 | 10,335 | 0.15 | 0.16 | -247 | -2.33 | 09-30-2022 |