Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RED SPRUCE CAPITAL LLC | COM | 151 | $2,556,852 | 30,070 | 0.00 | 0.00 | 784 | 2.68 | 03-31-2024 |
HUNTER PERKINS CAPITAL MANAGEMENT LLC | COM | 152 | $2,545,000 | 29,930 | 0.52 | 0.55 | -1,225 | -3.93 | 03-31-2024 |
ADVISORY RESEARCH INC | COM | 153 | $2,447,201 | 28,780 | 0.00 | 0.00 | 676 | 2.41 | 03-31-2024 |
INDEPENDENT ADVISOR ALLIANCE | COM | 154 | $2,410,607 | 28,350 | 0.00 | 0.00 | -67 | -0.24 | 03-31-2024 |