Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
3CHOPT INVESTMENT PARTNERS LLC | Common Stock | 901 | $313,191 | 4,094 | 0.00 | 0.00 | -6,486 | -61.30 | 12-31-2023 |
TANAGER WEALTH MANAGEMENT LLP | CL C | 902 | $467,052 | 4,093 | 0.00 | 4,093 | +Inf | 03-31-2024 | |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 903 | $311,591 | 4,073 | 0.00 | 0.00 | -1,263 | -23.67 | 12-31-2023 |
EXENCIAL WEALTH ADVISORS LLC | CL C | 904 | $463,880 | 4,065 | 0.00 | 4,065 | +Inf | 03-31-2024 |