Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTEGRATED INVESTMENT CONSULTANTS LLC | REIT | 251 | $245,850 | 10,047 | 0.00 | 0.00 | -633 | -5.93 | 03-31-2024 |
LION STREET ADVISORS LLC | COM | 252 | $253,582 | 10,023 | 0.00 | 0.00 | -18,682 | -65.08 | 03-31-2024 |
AMERITAS INVESTMENT PARTNERS INC | COM | 253 | $237,112 | 9,372 | 0.00 | 0.00 | 755 | 8.76 | 12-31-2023 |
ORION PORTFOLIO SOLUTIONS LLC | COM | 254 | $213,256 | 8,715 | 0.00 | 0.00 | -499 | -5.42 | 03-31-2024 |