Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FISHER ASSET MANAGEMENT LLC | COM | 851 | $445,974 | 28,351 | 0.00 | 0.00 | 13,040 | 85.17 | 03-31-2024 |
SAGEVIEW ADVISORY GROUP LLC | COM UT LTD PTN | 852 | $410,311 | 28,181 | 0.00 | 28,181 | +Inf | 12-31-2023 | |
PRAIRIE WEALTH ADVISORS INC | COM UT LTD PTN | 853 | $442,800 | 28,150 | 0.00 | 28,150 | +Inf | 03-31-2024 | |
SAXON INTERESTS INC | COM UT LTD PTN | 854 | $442,359 | 28,122 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |