Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CETERA ADVISOR NETWORKS LLC | COM | 551 | $313,625 | 2,890 | 0.00 | 0.00 | -688 | -19.23 | 12-31-2023 |
PINNACLE ASSOCIATES LTD | COM | 552 | $329,868 | 2,823 | 0.00 | 0.00 | -180 | -5.99 | 03-31-2024 |
COLDSTREAM CAPITAL MANAGEMENT INC | COM | 553 | $305,512 | 2,815 | 0.00 | 2,815 | +Inf | 12-31-2023 | |
SHELTON CAPITAL MANAGEMENT | COM | 554 | $328,465 | 2,811 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |