Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STF MANAGEMENT LP | COM | 1001 | $731,335 | 6,140 | 0.00 | 0.00 | 229 | 3.87 | 12-31-2023 |
MARINO STRAM & ASSOCIATES LLC | COM | 1002 | $746,959 | 6,083 | 0.00 | 0.00 | 294 | 5.08 | 03-31-2024 |
BUCKINGHAM STRATEGIC WEALTH LLC | COM | 1003 | $745,210 | 6,068 | 0.00 | 0.00 | 905 | 17.53 | 03-31-2024 |
JACOBI CAPITAL MANAGEMENT LLC | COM | 1004 | $741,492 | 6,038 | 0.00 | 0.00 | 448 | 8.01 | 03-31-2024 |