Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ADVISORS LTD LLC | COM | 2051 | $129,000 | 248 | 0.02 | 0.02 | 20 | 8.77 | 03-31-2024 |
MCF ADVISORS LLC | COM | 2052 | $127,213 | 245 | 0.00 | 0.00 | 2 | 0.82 | 03-31-2024 |
COPPELL ADVISORY SOLUTIONS LLC | ELV | 2053 | $115,061 | 244 | 0.00 | 244 | +Inf | 12-31-2023 | |
WEST PACES ADVISORS INC | Stock | 2054 | $126,005 | 243 | 0.00 | 0.00 | -6 | -2.41 | 03-31-2024 |