Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KOVITZ INVESTMENT GROUP PARTNERS LLC | COM NEW | 251 | $633,377 | 10,620 | 0.00 | 10,620 | +Inf | 03-31-2024 | |
CETERA ADVISOR NETWORKS LLC | COM NEW | 252 | $637,907 | 10,430 | 0.00 | 0.00 | -2,721 | -20.69 | 12-31-2023 |
ASSET MANAGEMENT ONE CO LTD | COM NEW | 253 | $614,769 | 10,308 | 0.00 | 0.00 | -574 | -5.27 | 03-31-2024 |
AVIANCE CAPITAL PARTNERS LLC | COM NEW | 254 | $628,385 | 10,274 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |