Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | COM | 1101 | $10,262,213 | 65,473 | 0.00 | 0.00 | -2,002 | -2.97 | 12-31-2023 |
MIRACLE MILE ADVISORS LLC | COM | 1102 | $10,326,631 | 65,280 | 0.00 | 0.00 | 6,383 | 10.84 | 03-31-2024 |
LEGACY ADVISORS LLC | COM | 1103 | $10,219,827 | 65,202 | 0.00 | 0.00 | -3,090 | -4.52 | 12-31-2023 |
BORER DENTON & ASSOCIATES INC | COM | 1104 | $10,141,548 | 65,114 | 0.00 | 65,114 | +Inf | 09-30-2023 |