Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CETERA INVESTMENT ADVISERS | UT LTD PART | 151 | $317,806 | 15,005 | 0.00 | 0.00 | 3,255 | 27.70 | 12-31-2023 |
NEUBERGER BERMAN GROUP LLC | COMMON | 152 | $300,249 | 14,975 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAPITAL ONE FINANCIAL CORP | UT LTD PART | 153 | $228,000 | 14,781 | 0.16 | 0.25 | -147,818 | -90.91 | 03-31-2022 |
AVANTAX ADVISORY SERVICES INC | UT LTD PART | 154 | $292,693 | 14,598 | 0.00 | 0.00 | 313 | 2.19 | 03-31-2024 |