Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DYNAMIC ADVISOR SOLUTIONS LLC | COM | 651 | $1,506,910 | 113,472 | 0.00 | 0.00 | 623 | 0.55 | 03-31-2024 |
EAGLE STRATEGIES LLC | COM | 652 | $1,259,000 | 113,077 | 0.46 | 0.74 | 398 | 0.35 | 06-30-2022 |
CANTOR FITZGERALD L P | COM | 653 | $1,261,000 | 112,620 | 0.03 | 0.05 | -97,047 | -46.29 | 09-30-2022 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | Common Stock | 654 | $1,476,709 | 111,198 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |