Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONEY CONCEPTS CAPITAL CORP | CL A | 2551 | $3,728,139 | 7,678 | 0.00 | 0.00 | 1,584 | 25.99 | 03-31-2024 |
FIELD & MAIN BANK | COMMON STOCK - LARGE CAP | 2552 | $2,716,875 | 7,676 | 0.00 | 0.00 | 163 | 2.17 | 12-31-2023 |
WINTON GROUP LTD | CL A | 2553 | $2,716,997 | 7,676 | 0.00 | 0.00 | -23,749 | -75.57 | 12-31-2023 |
CLEAR PERSPECTIVE ADVISORS LLC | CL A | 2554 | $2,580,000 | 7,672 | 0.78 | 0.68 | 1,838 | 31.50 | 12-31-2021 |