Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATLAS CAPITAL ADVISORS LLC | Equity | 851 | $585,675 | 19,234 | 0.00 | 0.00 | -4,506 | -18.98 | 12-31-2023 |
CYPRESS CAPITAL GROUP | COM | 852 | $632,798 | 19,199 | 0.00 | 0.00 | -265 | -1.36 | 03-31-2024 |
NEOS INVESTMENT MANAGEMENT LLC | COM | 853 | $630,788 | 19,138 | 0.00 | 0.00 | 8,274 | 76.16 | 03-31-2024 |
LRI INVESTMENTS LLC | Stock | 854 | $655,159 | 19,112 | 0.00 | 19,112 | +Inf | 03-31-2024 |