Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HAMILTON CAPITAL LLC | COM | 1251 | $635,237 | 4,969 | 0.00 | 0.00 | 2,797 | 128.78 | 03-31-2024 |
GOLDSTEIN ADVISORS LLC | COM | 1252 | $633,575 | 4,956 | 0.00 | 0.00 | -181 | -3.52 | 03-31-2024 |
BLUE TRUST INC | COM | 1253 | $632,429 | 4,947 | 0.00 | 0.01 | -1,336 | -21.26 | 03-31-2024 |
APTUS CAPITAL ADVISORS LLC | COM | 1254 | $631,913 | 4,943 | 0.00 | 0.00 | 1,362 | 38.03 | 03-31-2024 |