Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEARSTEAD ADVISORS LLC | COM | 651 | $1,978,678 | 865 | 0.00 | 0.00 | 92 | 11.90 | 12-31-2023 |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 652 | $1,975,933 | 864 | 0.00 | 0.00 | 315 | 57.38 | 12-31-2023 |
NICOLET BANKSHARES INC | COMMON STOCK | 653 | $2,499,822 | 860 | 0.00 | 0.00 | 3 | 0.35 | 03-31-2024 |
BLEAKLEY FINANCIAL GROUP LLC | COM | 654 | $2,459,127 | 846 | 0.00 | 0.00 | 41 | 5.09 | 03-31-2024 |