Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPTRUST FINANCIAL ADVISORS | Stock | 351 | $343,982 | 3,193 | 0.00 | 0.00 | 362 | 12.79 | 03-31-2024 |
PNC FINANCIAL SERVICES GROUP INC | COM | 352 | $334,286 | 3,103 | 0.00 | 0.00 | -117 | -3.63 | 03-31-2024 |
TUDOR INVESTMENT CORP ET AL | Equity Option | 353 | $333,963 | 3,100 | 0.00 | 0.00 | -14,900 | -82.78 | 03-31-2024 |
MOODY ALDRICH PARTNERS LLC | COM | 354 | $375,155 | 3,057 | 0.00 | 0.00 | -152 | -4.74 | 06-30-2023 |