Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPTRUST FINANCIAL ADVISORS | Stock | 251 | $260,036 | 51,800 | 0.00 | 0.00 | 3,014 | 6.18 | 03-31-2023 |
FREEDOM INVESTMENT MANAGEMENT INC | COM CL A | 252 | $299,939 | 51,184 | 0.00 | 0.00 | -2,883 | -5.33 | 09-30-2023 |
PROSPERA FINANCIAL SERVICES INC | COM CL A | 253 | $339,945 | 50,890 | 0.00 | 0.00 | -1,252 | -2.40 | 12-31-2023 |
CORNERSTONE INVESTMENT PARTNERS LLC | COM | 254 | $253,365 | 50,673 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |