Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITOL FAMILY OFFICE INC | COM | 1901 | $1,671,740 | 3,313 | 0.00 | 0.00 | -128 | -3.72 | 03-31-2024 |
MCKINLEY CAPITAL MANAGEMENT LLC | COM | 1902 | $1,669,216 | 3,308 | 0.00 | 0.00 | -628 | -15.96 | 03-31-2024 |
FOCUS WEALTH ADVISORS LLC | COM | 1903 | $1,664,171 | 3,298 | 0.00 | 0.00 | 555 | 20.23 | 03-31-2024 |
CONNING INC | COM | 1904 | $1,661,143 | 3,292 | 0.00 | 0.00 | -540 | -14.09 | 03-31-2024 |