Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
B RILEY WEALTH ADVISORS INC | COM | 601 | $550,887 | 6,634 | 0.00 | 0.00 | 286 | 4.51 | 03-31-2024 |
TWIN CAPITAL MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -237 | -3.45 | 03-31-2024 |
AFFINITY INVESTMENT ADVISORS LLC | COM | 603 | $690,043 | 6,524 | 0.00 | 6,524 | +Inf | 03-31-2024 | |
ALPS ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 902 | 16.18 | 03-31-2024 |