Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREW CAPITAL MANAGEMENT LTD | COM | 601 | $639,897 | 79 | 0.00 | 79 | +Inf | 03-31-2024 | |
VISIONPOINT ADVISORY GROUP LLC | COM | 602 | $623,697 | 77 | 0.00 | 0.00 | 35 | 83.33 | 03-31-2024 |
SYMMETRY PARTNERS LLC | COM | 603 | $624,000 | 77 | 0.05 | 0.03 | -24 | -23.76 | 03-31-2024 |
MOLONEY SECURITIES ASSET MANAGEMENT LLC | COM | 604 | $615,597 | 76 | 0.00 | 0.00 | 16 | 26.67 | 03-31-2024 |