Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GHP INVESTMENT ADVISORS INC | COM | 401 | $4,361,761 | 18,558 | 0.00 | 0.19 | 5,066 | 37.55 | 03-31-2023 |
CAPSTONE INVESTMENT ADVISORS LLC | COM | 402 | $3,734,699 | 18,393 | 0.00 | 0.00 | 6,116 | 49.82 | 09-30-2023 |
SEQUOIA FINANCIAL ADVISORS LLC | COM | 403 | $4,812,804 | 18,389 | 0.00 | 0.00 | 17,088 | 1313.45 | 03-31-2024 |
MML INVESTORS SERVICES LLC | COM | 404 | $4,770,000 | 18,225 | 0.02 | 0.02 | 1,072 | 6.25 | 03-31-2024 |