Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KLINGMAN & ASSOCIATES LLC | COM | 1501 | $368,183 | 5,262 | 0.00 | 0.00 | 58 | 1.11 | 03-31-2024 |
JAG CAPITAL MANAGEMENT LLC | COM | 1502 | $354,000 | 5,261 | 0.03 | 0.02 | 77 | 1.49 | 12-31-2021 |
FOUNDERS FINANCIAL SECURITIES LLC | COM | 1503 | $367,342 | 5,250 | 0.00 | 5,250 | +Inf | 03-31-2024 | |
ARGENT CAPITAL MANAGEMENT LLC | COM | 1504 | $402,675 | 5,250 | 0.00 | 0.00 | -355 | -6.33 | 06-30-2023 |