Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL INVESTMENT ADVISORS LLC | COM | 951 | $404,522 | 1,876 | 0.00 | 0.00 | -129 | -6.43 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 952 | $403,444 | 1,871 | 0.00 | 0.00 | 71 | 3.94 | 03-31-2024 |
MORNINGSTAR INVESTMENT MANAGEMENT LLC | COM | 953 | $402,000 | 1,865 | 0.04 | 0.06 | 0 | 0.00 | 03-31-2024 |
SKYVIEW INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.13 | 0.22 | -1,585 | -46.02 | 12-31-2023 |