Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE WEALTH ADVISORS | CAP STK CL C | 551 | $33,793,429 | 324,937 | 0.00 | 2.00 | 37,927 | 13.21 | 03-31-2023 |
SHELTON CAPITAL MANAGEMENT | CAP STK CL C | 552 | $45,463,172 | 322,594 | 0.00 | 0.00 | -126,319 | -28.14 | 12-31-2023 |
PINNACLE FINANCIAL PARTNERS INC | CAP STK CL C | 553 | $45,396,937 | 322,124 | 0.00 | 0.00 | -8,552 | -2.59 | 12-31-2023 |
CETERA INVESTMENT ADVISERS | CAP STK CL C | 554 | $45,132,232 | 320,246 | 0.00 | 0.00 | 390 | 0.12 | 12-31-2023 |