Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIRTUS ETF ADVISERS LLC | COM | 801 | $855,835 | 1,952 | 0.00 | 1,952 | +Inf | 03-31-2024 | |
ADAPT WEALTH ADVISORS LLC | COM | 802 | $848,381 | 1,935 | 0.00 | 1,935 | +Inf | 03-31-2024 | |
COLONY GROUP LLC | Common | 803 | $642,000 | 1,934 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2023 |
LM ADVISORS LLC | COM | 804 | $831,000 | 1,896 | 0.13 | 1,896 | +Inf | 03-31-2024 |