Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MERIT FINANCIAL GROUP LLC | COM | 1051 | $9,600,124 | 13,062 | 0.00 | 0.00 | 8,528 | 188.09 | 03-31-2024 |
SAGEVIEW ADVISORY GROUP LLC | COM | 1052 | $8,392,430 | 13,012 | 0.00 | 13,012 | +Inf | 12-31-2023 | |
FIRST LONG ISLAND INVESTORS LLC | COM | 1053 | $6,100,961 | 13,009 | 0.00 | 13,009 | +Inf | 06-30-2023 | |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | COM | 1054 | $2,189,000 | 12,966 | 1.02 | 12,966 | +Inf | 03-31-2021 |