Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERGREEN CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -103 | -2.12 | 12-31-2023 |
XPONANCE INC | COM | Liquidated | $0 | 0 | 0.00 | 4,691 | +Inf | 12-31-2023 | |
CAPTRUST FINANCIAL ADVISORS | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -629 | -12.27 | 03-31-2024 |
CORNERSTONE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 4,300 | +Inf | 12-31-2023 |