Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 1151 | $454,244 | 6,129 | 0.00 | 6,129 | +Inf | 03-31-2024 | |
XTX TOPCO LTD | COM | Liquidated | $0 | 0 | 0.00 | 6,108 | +Inf | 12-31-2023 | |
LEAVELL INVESTMENT MANAGEMENT INC | COM | 1153 | $452,000 | 6,099 | 0.03 | 0.03 | 48 | 0.79 | 03-31-2024 |
ROOSEVELT INVESTMENT GROUP LLC | COM | 1154 | $382,000 | 6,090 | 0.03 | 0.03 | 0 | 0.00 | 06-30-2022 |