Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CUBIST SYSTEMATIC STRATEGIES LLC | COM | 151 | $2,986,789 | 30,675 | 0.00 | 0.01 | 7,590 | 32.88 | 03-31-2023 |
GRAYBILL WEALTH MANAGEMENT LTD | Stock | 152 | $4,722,058 | 30,639 | 0.00 | 0.00 | 403 | 1.33 | 03-31-2024 |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 153 | $4,714,993 | 30,593 | 0.00 | 1.37 | 0 | 0.00 | 03-31-2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | COM | 154 | $4,581,900 | 29,729 | 0.00 | 0.00 | 949 | 3.30 | 03-31-2024 |