Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CX INSTITUTIONAL | COM | 951 | $316,078 | 2,966 | 0.00 | 0.00 | 591 | 24.88 | 03-31-2024 |
CLEAR HARBOR ASSET MANAGEMENT LLC | COM | 952 | $314,139 | 2,948 | 0.00 | 0.00 | 223 | 8.18 | 03-31-2024 |
QUADRANT CAPITAL GROUP LLC | COM | 953 | $310,729 | 2,916 | 0.00 | 0.00 | 244 | 9.13 | 03-31-2024 |
BUCKINGHAM STRATEGIC WEALTH LLC | COM | 954 | $309,770 | 2,907 | 0.00 | 0.00 | 438 | 17.74 | 03-31-2024 |