Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAIRD FINANCIAL GROUP INC | COMMON | 1 | $2,515,988 | 4,676,557 | 0.00 | 0.00 | 551,547 | 13.37 | 03-31-2024 |
VANGUARD GROUP INC | COM | 2 | $2,263,390 | 4,207,046 | 0.00 | 0.00 | 961 | 0.02 | 03-31-2024 |
IEQ CAPITAL LLC | COM | 3 | $2,247,687 | 2,957,483 | 0.00 | 0.00 | 184,641 | 6.66 | 12-31-2023 |
RUSSELL INVESTMENTS GROUP LTD | Common Stock | 4 | $889,311 | 1,652,999 | 0.00 | 0.00 | 208,432 | 14.43 | 03-31-2024 |