Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARMICHAEL HILL & ASSOCIATES INC | COM | 801 | $2,784 | 171 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CENTER FOR FINANCIAL PLANNING INC | COM | 802 | $2,719 | 167 | 0.00 | 167 | +Inf | 03-31-2024 | |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | COMMON | 803 | $1,448 | 154 | 0.00 | 0.64 | -10,263,006 | -100.00 | 03-31-2023 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 804 | $2,442 | 150 | 0.00 | 150 | +Inf | 03-31-2024 |