Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIDO ADVISORS LLC | COM | 751 | $741,424 | 10,764 | 0.00 | 0.00 | -435 | -3.88 | 09-30-2023 |
STEPHENS INC /AR/ | COM | 752 | $741,355 | 10,763 | 0.00 | 0.00 | 6,566 | 156.45 | 09-30-2023 |
BRINKER CAPITAL INVESTMENTS LLC | COM | 753 | $882,428 | 10,760 | 0.00 | 0.02 | 115 | 1.08 | 12-31-2022 |
NEWEDGE ADVISORS LLC | Common Stock | 754 | $793,868 | 10,580 | 0.00 | 0.00 | 3,143 | 42.26 | 12-31-2023 |