Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIVERSIFY ADVISORY SERVICES LLC | COM | 1051 | $497,429 | 1,926 | 0.00 | 1,926 | +Inf | 03-31-2024 | |
HANCOCK WHITNEY CORP | COMMON STOCK | 1052 | $499,885 | 1,910 | 0.00 | 1,910 | +Inf | 03-31-2024 | |
INDEXIQ ADVISORS LLC | COM | 1053 | $442,000 | 1,894 | 0.02 | 0.15 | -16,511 | -89.71 | 03-31-2022 |
MATRIX PRIVATE CAPITAL GROUP LLC | COM | 1054 | $491,248 | 1,877 | 0.00 | 0.00 | -164 | -8.04 | 03-31-2024 |