Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUNBELT SECURITIES INC | Stock | 1651 | $708,058 | 849 | 0.00 | 0.00 | 135 | 18.91 | 03-31-2024 |
STEVENS CAPITAL MANAGEMENT LP | COM | Liquidated | $0 | 0 | 0.12 | 0.30 | -932 | -52.36 | 12-31-2023 |
CHOREO LLC | COM | 1653 | $705,107 | 846 | 0.00 | 0.00 | -1 | -0.12 | 03-31-2024 |
CRUMLY & ASSOCIATES INC | COM | 1654 | $704,321 | 845 | 0.00 | 0.00 | -3 | -0.35 | 03-31-2024 |