Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JACKSON SQUARE CAPITAL LLC | COM | 1251 | $2,277,044 | 11,094 | 0.00 | 0.00 | 1,095 | 10.95 | 03-31-2024 |
ASSETMARK INC | COM | 1252 | $2,326,313 | 11,093 | 0.00 | 0.00 | 543 | 5.15 | 12-31-2023 |
INTRUST BANK NA | COM | 1253 | $2,276,221 | 11,090 | 0.00 | 0.00 | -668 | -5.68 | 03-31-2024 |
EVERGREEN PRIVATE WEALTH LLC | COM | 1254 | $2,320,190 | 11,064 | 0.00 | 11,064 | +Inf | 12-31-2023 |