Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLADSTONE INSTITUTIONAL ADVISORY LLC | COM | 801 | $491,982 | 2,943 | 0.00 | 0.00 | 419 | 16.60 | 03-31-2024 |
CWM LLC | COM | 802 | $487,000 | 2,916 | 0.00 | 0.00 | 407 | 16.22 | 03-31-2024 |
ZWJ INVESTMENT COUNSEL INC | COM | 803 | $484,735 | 2,900 | 0.00 | 0.00 | -47 | -1.59 | 03-31-2024 |
COLDSTREAM CAPITAL MANAGEMENT INC | COM | 804 | $472,199 | 2,874 | 0.00 | 0.00 | 82 | 2.94 | 12-31-2023 |