Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | COM NEW | 501 | $2,482,234 | 10,921 | 0.00 | 10,921 | +Inf | 12-31-2023 | |
CETERA ADVISOR NETWORKS LLC | COM NEW | 502 | $2,465,382 | 10,847 | 0.00 | 0.00 | 686 | 6.75 | 12-31-2023 |
NEW POTOMAC PARTNERS LLC | COM NEW | 503 | $2,449,505 | 10,777 | 0.00 | 0.00 | -6 | -0.06 | 12-31-2023 |
CREATIVE PLANNING | COM NEW | 504 | $2,447,295 | 10,767 | 0.00 | 0.00 | 1,089 | 11.25 | 12-31-2023 |