Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCETON PORTFOLIO STRATEGIES GROUP LLC | COM | 2051 | $1,063,000 | 9,172 | 0.21 | 0.37 | -6,658 | -42.06 | 06-30-2021 |
HAMILTON POINT INVESTMENT ADVISORS LLC | COM | 2052 | $1,039,600 | 9,147 | 0.00 | 0.00 | -862 | -8.61 | 03-31-2024 |
HIGHLAND CAPITAL MANAGEMENT LLC | COM | 2053 | $1,001,000 | 9,121 | 0.07 | 9,121 | +Inf | 12-31-2022 | |
RIVERFRONT INVESTMENT GROUP LLC | COM | 2054 | $1,035,000 | 9,106 | 0.03 | 0.03 | 720 | 8.59 | 03-31-2024 |