Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MILL CREEK CAPITAL ADVISORS LLC | Stock | 1451 | $1,754,302 | 6,138 | 0.00 | 6,138 | +Inf | 03-31-2023 | |
SANFORD ADVISORY SERVICES LLC | SHS CLASS A | 1452 | $1,573,000 | 6,116 | 0.45 | 0.48 | 55 | 0.91 | 09-30-2022 |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | SHS CLASS A | 1453 | $2,146,000 | 6,115 | 0.04 | 0.02 | 2,535 | 70.81 | 12-31-2023 |
CALAMOS WEALTH MANAGEMENT LLC | SHS CLASS A | 1454 | $2,133,182 | 6,079 | 0.00 | 0.00 | -31 | -0.51 | 12-31-2023 |