Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST POINT INC | COMMON STOCK | 551 | $164,333 | 21,680 | 0.00 | 0.00 | 773 | 3.70 | 03-31-2024 |
DIAMETRIC CAPITAL LP | COM | 552 | $163,932 | 21,627 | 0.00 | 21,627 | +Inf | 03-31-2024 | |
FIRST TRUST DIRECT INDEXING LP | COM | 553 | $129,407 | 21,532 | 0.00 | 21,532 | +Inf | 06-30-2023 | |
WEDBUSH SECURITIES INC | COM | 554 | $140,000 | 21,400 | 0.01 | 0.01 | -900 | -4.04 | 12-31-2023 |