Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ZEGA FINANCIAL LLC | COM | 1001 | $215,446 | 2,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LOGAN CAPITAL MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTHPLAN INVESTMENT MANAGEMENT LLC | COM | 1003 | $214,140 | 2,187 | 0.00 | 2,187 | +Inf | 03-31-2024 | |
AVANTAX ADVISORY SERVICES INC | COM | 1004 | $213,240 | 2,177 | 0.00 | 0.00 | -1,541 | -41.45 | 03-31-2024 |