Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUIST FINANCIAL CORP | COM | 251 | $597,861 | 7,425 | 0.00 | 0.00 | -1,855 | -19.99 | 12-31-2023 |
MARSHALL FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 456 | 6.57 | 12-31-2023 |
VOLORIDGE INVESTMENT MANAGEMENT LLC | COM | 253 | $575,847 | 7,304 | 0.00 | 7,304 | +Inf | 09-30-2023 | |
BEVERLY HILLS PRIVATE WEALTH LLC | COM | 254 | $575,532 | 7,300 | 0.00 | 7,300 | +Inf | 09-30-2023 |