Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIDELIS CAPITAL PARTNERS LLC | COM | 701 | $241,448 | 1,380 | 0.00 | 1,380 | +Inf | 12-31-2023 | |
KNOLLWOOD INVESTMENT ADVISORY LLC | COM | 702 | $256,958 | 1,360 | 0.00 | 1,360 | +Inf | 03-31-2024 | |
LINCOLN NATIONAL CORP | COM | 703 | $236,021 | 1,349 | 0.00 | 1,349 | +Inf | 12-31-2023 | |
AMERITAS INVESTMENT PARTNERS INC | COM | 704 | $248,834 | 1,317 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |