Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIGHTOWER ADVISORS LLC | COM | 251 | $576,000 | 5,606 | 0.00 | 0.00 | 261 | 4.88 | 03-31-2024 |
TRUIST FINANCIAL CORP | COM | 252 | $607,131 | 5,574 | 0.00 | 0.00 | -924 | -14.22 | 12-31-2023 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | COM | 253 | $600,000 | 5,500 | 0.05 | 5,500 | +Inf | 03-31-2021 | |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 254 | $552,195 | 5,415 | 0.00 | 0.00 | 79 | 1.48 | 03-31-2024 |