Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPTRUST FINANCIAL ADVISORS | REIT | 251 | $138,030 | 14,826 | 0.00 | 0.00 | 181 | 1.24 | 03-31-2023 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $170,339 | 14,825 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO LLC | COM | 253 | $185,000 | 14,825 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TUDOR INVESTMENT CORP ET AL | Equity | 254 | $172,437 | 14,688 | 0.00 | 14,688 | +Inf | 12-31-2023 |