Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STONEGATE INVESTMENT GROUP LLC | COM | 951 | $955,932 | 1,720 | 0.00 | 0.00 | -7 | -0.41 | 03-31-2024 |
HORIZON INVESTMENTS LLC | COM | 952 | $668,529 | 1,714 | 0.00 | 0.00 | -410 | -19.30 | 06-30-2023 |
MQS MANAGEMENT LLC | COM | 953 | $788,718 | 1,712 | 0.00 | 1,712 | +Inf | 12-31-2023 | |
AVIOR WEALTH MANAGEMENT LLC | Stock | 954 | $950,416 | 1,710 | 0.00 | 0.00 | 958 | 127.39 | 03-31-2024 |