Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM NEW | 601 | $249,846 | 2,377 | 0.00 | 0.00 | 17 | 0.72 | 03-31-2024 |
OLYMPIAD RESEARCH LP | COM NEW | 602 | $244,381 | 2,325 | 0.00 | 2,325 | +Inf | 03-31-2024 | |
JOHNSON INVESTMENT COUNSEL INC | CS | 603 | $243,330 | 2,315 | 0.00 | 2,315 | +Inf | 03-31-2024 | |
PATHSTONE FAMILY OFFICE LLC | COM NEW | 604 | $202,972 | 2,298 | 0.00 | 2,298 | +Inf | 06-30-2023 |