Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATUREFD LLC | COM | 351 | $306,668 | 8,418 | 0.00 | 0.00 | -746 | -8.14 | 03-31-2024 |
CROSSMARK GLOBAL HOLDINGS INC | COM | 352 | $325,000 | 8,165 | 0.01 | 0.01 | -260 | -3.09 | 12-31-2023 |
EVERGREEN CAPITAL MANAGEMENT LLC | COM | 353 | $326,715 | 8,091 | 0.00 | 0.00 | 1,098 | 15.70 | 12-31-2023 |
VANDERBILT UNIVERSITY | COM | 354 | $274,536 | 7,536 | 0.00 | 7,536 | +Inf | 03-31-2024 |