Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CETERA INVESTMENT ADVISERS | COM | 551 | $2,936,263 | 12,468 | 0.00 | 0.00 | -1,335 | -9.67 | 12-31-2023 |
GLOBALT INVESTMENTS LLC / GA | COM | 552 | $2,928,096 | 12,433 | 0.00 | 12,433 | +Inf | 12-31-2023 | |
CROSSMARK GLOBAL HOLDINGS INC | COM | 553 | $3,600,000 | 12,415 | 0.07 | 0.07 | -2,322 | -15.76 | 03-31-2024 |
PARK AVENUE SECURITIES LLC | COM | 554 | $3,585,000 | 12,362 | 0.05 | 0.03 | 2,229 | 22.00 | 03-31-2024 |