Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HB WEALTH MANAGEMENT LLC | COM | 751 | $61,357 | 13,054 | 0.00 | 13,054 | +Inf | 03-31-2024 | |
MOLONEY SECURITIES ASSET MANAGEMENT LLC | COM | 752 | $61,239 | 13,030 | 0.00 | 0.00 | 1,648 | 14.48 | 03-31-2024 |
ACADIAN ASSET MANAGEMENT LLC | COM | 753 | $105,000 | 12,811 | 0.00 | 12,811 | +Inf | 03-31-2023 | |
CORECAP ADVISORS LLC | REIT | Liquidated | $0 | 0 | 0.00 | 0.01 | 1,200 | 10.40 | 06-30-2023 |