Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOWE BROCKENBROUGH & CO INC | COM | 651 | $3,972,264 | 40,812 | 0.00 | 0.00 | -513 | -1.24 | 12-31-2023 |
MURPHY POHLAD ASSET MANAGEMENT LLC | COM | 652 | $4,621,978 | 40,751 | 0.00 | 0.00 | -1,255 | -2.99 | 03-31-2024 |
BUCKINGHAM STRATEGIC WEALTH LLC | COM | 653 | $4,609,256 | 40,639 | 0.00 | 0.00 | -1,763 | -4.16 | 03-31-2024 |
GOTHAM ASSET MANAGEMENT LLC | COM | 654 | $3,215,000 | 40,421 | 0.10 | 0.05 | 22,513 | 125.71 | 06-30-2022 |