Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPTRUST FINANCIAL ADVISORS | Stock | 251 | $30,982 | 25,189 | 0.00 | 25,189 | +Inf | 03-31-2023 | |
PROSPERA FINANCIAL SERVICES INC | COM | 252 | $18,966 | 25,100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PRW WEALTH MANAGEMENT LLC | COM | 253 | $16,500 | 25,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
GRATUS CAPITAL LLC | COM | 254 | $16,364 | 24,740 | 0.00 | 0.00 | 12,370 | 100.00 | 03-31-2024 |