Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RENAISSANCE GROUP LLC | COM | 1301 | $335,200 | 728 | 0.00 | 0.00 | -14 | -1.89 | 12-31-2023 |
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP LLC | COM | 1302 | $282,402 | 725 | 0.00 | 0.00 | 6 | 0.83 | 09-30-2023 |
HILLTOP HOLDINGS INC | COM | 1303 | $281,623 | 723 | 0.00 | 0.03 | -182 | -20.11 | 09-30-2023 |
MIRADOR CAPITAL PARTNERS LP | COM | 1304 | $332,658 | 722 | 0.00 | 0.00 | 11 | 1.55 | 12-31-2023 |