Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TCW GROUP INC | COM | 951 | $836,902 | 10,184 | 0.00 | 10,184 | +Inf | 12-31-2023 | |
EPOCH INVESTMENT PARTNERS INC | COM | 952 | $839,933 | 10,181 | 0.00 | 0.00 | -3,578 | -26.00 | 12-31-2023 |
COVENANT ASSET MANAGEMENT LLC | COM | 953 | $872,338 | 10,160 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAHABA WEALTH MANAGEMENT INC | COM | 954 | $868,417 | 10,114 | 0.00 | 0.00 | 602 | 6.33 | 03-31-2024 |