Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE ADVISOR GROUP LLC | COM | 551 | $556,473 | 2,796 | 0.00 | 0.00 | 274 | 10.86 | 03-31-2024 |
NISA INVESTMENT ADVISORS LLC | XXX | 552 | $577,162 | 2,792 | 0.00 | 0.00 | -4,097 | -59.47 | 12-31-2023 |
CRESTWOOD ADVISORS GROUP LLC | Stock | 553 | $555,039 | 2,789 | 0.00 | 0.00 | 256 | 10.11 | 03-31-2024 |
STEPHENS INC /AR/ | COM | 554 | $551,656 | 2,772 | 0.00 | 2,772 | +Inf | 03-31-2024 |