Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
3CHOPT INVESTMENT PARTNERS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 3,371 | +Inf | 12-31-2023 | |
AMERITAS INVESTMENT PARTNERS INC | COM | 602 | $128,769 | 3,363 | 0.00 | 0.00 | -395 | -10.51 | 12-31-2023 |
COVESTOR LTD | REIT | 603 | $125,000 | 3,336 | 0.08 | 0.04 | 1,845 | 123.74 | 03-31-2024 |
WASHINGTON TRUST ADVISORS INC | COM | 604 | $121,284 | 3,242 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |