Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HORIZON INVESTMENTS LLC | COM | 551 | $733,315 | 10,654 | 0.00 | 0.00 | -13,745 | -56.33 | 03-31-2024 |
AMERITAS ADVISORY SERVICES LLC | SPONSORED ADS | 552 | $745,482 | 10,652 | 0.00 | 0.00 | 5,551 | 108.82 | 03-31-2024 |
BURNEY CO/ | SPONSORED ADS | 553 | $717,732 | 10,652 | 0.00 | 0.00 | -10,052 | -48.55 | 12-31-2023 |
VALEO FINANCIAL ADVISORS LLC | ADR | 554 | $728,428 | 10,583 | 0.00 | 0.00 | -352 | -3.22 | 03-31-2024 |