Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MACQUARIE GROUP LTD | COM | 451 | $303,000 | 3,766 | 0.00 | 0.00 | 1,462 | 63.45 | 12-31-2023 |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 452 | $297,999 | 3,706 | 0.00 | 0.00 | 677 | 22.35 | 12-31-2023 |
PRIVATE ADVISOR GROUP LLC | COM | 453 | $284,199 | 3,703 | 0.00 | 0.00 | 59 | 1.62 | 03-31-2024 |
ALLEGHENY FINANCIAL GROUP LTD | COM | 454 | $297,035 | 3,694 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |