Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 801 | $228,783 | 5,918 | 0.00 | 0.00 | 121 | 2.09 | 12-31-2023 |
FIRST TRUST INVESTMENT SOLUTIONS LP | COM | 802 | $228,094 | 5,900 | 0.00 | 5,900 | +Inf | 12-31-2023 | |
BALENTINE LLC | COM | 803 | $223,339 | 5,777 | 0.00 | 0.00 | 733 | 14.53 | 12-31-2023 |
V-SQUARE QUANTITATIVE MANAGEMENT LLC | A | 804 | $212,263 | 5,726 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |