Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGS POINT CAPITAL MANAGEMENT | COM | 651 | $2,239,000 | 16,405 | 0.18 | 0.16 | 0 | 0.00 | 12-31-2021 |
J W COONS ADVISORS LLC | COM | 652 | $2,010,124 | 16,369 | 0.00 | 0.00 | -615 | -3.62 | 03-31-2024 |
NEOS INVESTMENT MANAGEMENT LLC | COM | 653 | $1,943,399 | 16,316 | 0.00 | 16,316 | +Inf | 12-31-2023 | |
APPLETON PARTNERS INC/MA | CS | 654 | $1,881,000 | 16,314 | 0.17 | 0.15 | 427 | 2.69 | 09-30-2023 |