Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERENNIAL INVESTMENT ADVISORS LLC | COM NEW | 1401 | $736,721 | 1,846 | 0.00 | 0.00 | -56 | -2.94 | 03-31-2024 |
FOCUS FINANCIAL NETWORK INC | COM NEW | 1402 | $687,271 | 1,844 | 0.00 | 1,844 | +Inf | 03-31-2024 | |
ZEGA FINANCIAL LLC | COM NEW | 1403 | $733,128 | 1,837 | 0.00 | 0.00 | -175 | -8.70 | 03-31-2024 |
VOYA FINANCIAL ADVISORS INC | COM NEW | 1404 | $734,184 | 1,835 | 0.00 | 0.00 | -212 | -10.36 | 03-31-2024 |