Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENGINEERS GATE MANAGER LP | COM | 351 | $3,012,967 | 25,512 | 0.00 | 0.00 | 10,621 | 71.32 | 12-31-2023 |
EP WEALTH ADVISORS LLC | COM | 352 | $2,973,702 | 25,180 | 0.00 | 0.00 | -69,469 | -73.40 | 12-31-2023 |
CREATIVE PLANNING | COM | 353 | $2,969,413 | 25,143 | 0.00 | 0.00 | 215 | 0.86 | 12-31-2023 |
JANUS HENDERSON GROUP PLC | COM | 354 | $2,813,484 | 23,819 | 0.00 | 0.00 | -465 | -1.91 | 12-31-2023 |