Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | COM | 351 | $1,160,833 | 18,003 | 0.00 | 0.00 | 6,176 | 52.22 | 03-31-2024 |
HIGHTOWER ADVISORS LLC | COM | 352 | $967,600 | 17,925 | 0.00 | 0.00 | 2,295 | 14.68 | 03-31-2024 |
CURBSTONE FINANCIAL MANAGEMENT CORP | COM | 353 | $1,142,586 | 17,720 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CREATIVE PLANNING | COM | 354 | $819,747 | 17,039 | 0.00 | 0.00 | 1,695 | 11.05 | 12-31-2023 |