Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATRIA WEALTH SOLUTIONS INC | COM | 651 | $7,880,256 | 37,576 | 0.00 | 0.00 | 1,564 | 4.34 | 12-31-2023 |
NN INVESTMENT PARTNERS HOLDINGS NV | COM | 652 | $7,286,000 | 37,444 | 0.04 | 0.04 | 0 | 0.00 | 03-31-2022 |
PETTYJOHN WOOD & WHITE INC | COM | 653 | $7,637,558 | 37,211 | 0.00 | 0.00 | 360 | 0.98 | 03-31-2024 |
CROSSMARK GLOBAL HOLDINGS INC | COM | 654 | $7,787,000 | 37,132 | 0.16 | 0.16 | 296 | 0.80 | 12-31-2023 |