Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUND MANAGEMENT AT ENGINE NO 1 LLC | COM | 751 | $488,876 | 3,596 | 0.00 | 0.00 | 541 | 17.71 | 06-30-2023 |
CETERA ADVISORS LLC | COM | 752 | $514,863 | 3,571 | 0.00 | 0.00 | 263 | 7.95 | 12-31-2023 |
CAPROCK GROUP LLC | COM | 753 | $544,424 | 3,566 | 0.00 | 0.00 | -60 | -1.65 | 03-31-2024 |
STRATOS WEALTH PARTNERS LTD | COM | 754 | $535,623 | 3,509 | 0.00 | 0.00 | -669 | -16.01 | 03-31-2024 |