Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROVIDENT INVESTMENT MANAGEMENT INC | CL A | 251 | $802,972 | 18,175 | 0.00 | 18,175 | +Inf | 12-31-2023 | |
KINGSVIEW WEALTH MANAGEMENT LLC | CL A | Liquidated | $0 | 0 | 0.00 | 17,887 | +Inf | 03-31-2022 | |
KEYSTONE FINANCIAL GROUP | Common Stock | 253 | $790,115 | 17,884 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PEAK6 INVESTMENTS LLC | CL A | 254 | $562,848 | 17,600 | 0.00 | 17,600 | +Inf | 03-31-2023 |