Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GHP INVESTMENT ADVISORS INC | CL A | 551 | $1,509,965 | 24,782 | 0.00 | 0.03 | 17,185 | 226.21 | 03-31-2023 |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 552 | $1,808,304 | 24,673 | 0.00 | 0.00 | -1,975 | -7.41 | 03-31-2024 |
PEAK6 INVESTMENTS LLC | CL A | 553 | $1,498,878 | 24,600 | 0.00 | 0.02 | -22,320 | -47.57 | 03-31-2023 |
KOVITZ INVESTMENT GROUP PARTNERS LLC | CL A | 554 | $1,794,066 | 24,479 | 0.00 | 24,479 | +Inf | 03-31-2024 |