Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LPL FINANCIAL LLC | COM | 351 | $701,446 | 9,489 | 0.00 | 0.00 | 389 | 4.27 | 03-31-2024 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | FINANCIAL INC COM | 352 | $701,000 | 9,488 | 0.00 | 9,488 | +Inf | 03-31-2024 | |
TRAIL RIDGE INVESTMENT ADVISORS LLC | COM | 353 | $697,213 | 9,432 | 0.00 | 0.00 | 86 | 0.92 | 03-31-2024 |
CRESSET ASSET MANAGEMENT LLC | COM | 354 | $676,192 | 9,147 | 0.00 | 0.00 | 1,798 | 24.47 | 03-31-2024 |