Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPTRUST FINANCIAL ADVISORS | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -223 | -2.57 | 03-31-2024 |
SYSTM WEALTH SOLUTIONS LLC | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -31 | -0.37 | 12-31-2023 |
GLENMEDE TRUST CO NA | COM | 303 | $269,336 | 8,209 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OLYMPIAD RESEARCH LP | COM | 304 | $267,270 | 8,146 | 0.00 | 8,146 | +Inf | 03-31-2024 |