Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOSTON PRIVATE WEALTH LLC | COM | 251 | $92,396,000 | 222,883 | 1.52 | 0.95 | -7,609 | -3.30 | 12-31-2021 |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | SHS CLASS A | 252 | $74,594,472 | 218,489 | 0.00 | 0.00 | -3,471 | -1.56 | 03-31-2024 |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 253 | $74,443,638 | 214,776 | 0.00 | 0.00 | -22,506 | -9.48 | 03-31-2024 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | SHS CLASS A | 254 | $74,331,000 | 214,450 | 2.47 | 2.79 | 14,438 | 7.22 | 03-31-2024 |