Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RED TORTOISE LLC | REIT | 751 | $17,738 | 498 | 0.00 | 498 | +Inf | 03-31-2024 | |
DAGCO INC | COM | 752 | $15,895 | 466 | 0.00 | 466 | +Inf | 12-31-2023 | |
CAPITAL ANALYSTS LLC | COM | 753 | $15,000 | 452 | 0.00 | 0.00 | -97 | -17.67 | 12-31-2023 |
NEWEDGE ADVISORS LLC | Common Stock | 754 | $15,289 | 448 | 0.00 | 0.00 | -57 | -11.29 | 12-31-2023 |