Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COURIER CAPITAL LLC | COM | 601 | $2,535,260 | 3,148 | 0.00 | 0.00 | -81 | -2.51 | 12-31-2023 |
CERITY PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,145 | +Inf | 12-31-2023 | |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 603 | $2,513,277 | 3,121 | 0.00 | 0.00 | -62 | -1.95 | 12-31-2023 |
CAPITAL ANALYSTS LLC | COM | 604 | $2,508,000 | 3,114 | 0.13 | 0.12 | 28 | 0.91 | 12-31-2023 |