Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERGREEN WEALTH SOLUTIONS LLC | COM | 601 | $292,859 | 15,042 | 0.00 | 0.00 | 1,091 | 7.82 | 12-31-2023 |
STEPHENS INC /AR/ | COM | 602 | $307,713 | 14,880 | 0.00 | 0.00 | 4,333 | 41.08 | 03-31-2024 |
JANNEY MONTGOMERY SCOTT LLC | REIT | 603 | $239,000 | 14,877 | 0.00 | 0.00 | -3,642 | -19.67 | 09-30-2023 |
GLOBEFLEX CAPITAL L P | COM | 604 | $288,023 | 14,778 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |