Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST TRUST DIRECT INDEXING LP | COM | 1401 | $3,391,146 | 6,935 | 0.00 | 0.00 | -98 | -1.39 | 06-30-2023 |
BOUVEL INVESTMENT PARTNERS LLC | COM | 1402 | $4,127,875 | 6,919 | 0.00 | 0.00 | 350 | 5.33 | 12-31-2023 |
EQUITABLE TRUST CO | Com | 1403 | $4,122,506 | 6,910 | 0.00 | 0.00 | -229 | -3.21 | 12-31-2023 |
CANAL CAPITAL MANAGEMENT LLC | COM | 1404 | $3,481,235 | 6,899 | 0.00 | 0.00 | 715 | 11.56 | 03-31-2024 |