Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHOATE INVESTMENT ADVISORS | COM | 451 | $1,012,629 | 5,167 | 0.00 | 0.00 | 58 | 1.14 | 09-30-2023 |
BRINKER CAPITAL INVESTMENTS LLC | COM | 452 | $1,124,146 | 5,159 | 0.00 | 0.02 | -269 | -4.96 | 12-31-2022 |
CIBC WORLD MARKETS CORP | COM | 453 | $1,385,367 | 5,113 | 0.00 | 0.00 | 2,283 | 80.67 | 03-31-2024 |
PEAK6 INVESTMENTS LLC | COM | 454 | $1,023,929 | 5,073 | 0.00 | 0.00 | 3,373 | 198.41 | 03-31-2023 |