Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CANTOR FITZGERALD INVESTMENT ADVISORS LP | COM | 751 | $1,128,707 | 84,993 | 0.00 | 0.12 | -31,503 | -27.04 | 03-31-2024 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | COM | 752 | $1,125,878 | 84,780 | 0.00 | 0.00 | 20,310 | 31.50 | 03-31-2024 |
ASSET MANAGEMENT CORP /IL/ /ADV | COM | 753 | $1,067,172 | 84,696 | 0.00 | 0.00 | -12,308 | -12.69 | 03-31-2023 |
ATLANTIC UNION BANKSHARES CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 7,278 | 9.41 | 03-31-2024 |