Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
POEHLING CAPITAL MANAGEMENT INC | COM | 251 | $86,622 | 11,120 | 0.00 | 0.00 | -296 | -2.59 | 12-31-2023 |
AE WEALTH MANAGEMENT LLC | COM | 252 | $18,072 | 10,447 | 0.00 | 10,447 | +Inf | 06-30-2024 | |
ENGINEERS GATE MANAGER LP | COM | 253 | $17,914 | 10,355 | 0.00 | 10,355 | +Inf | 06-30-2024 | |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 254 | $44,660 | 10,314 | 0.00 | 0.00 | -298 | -2.81 | 03-31-2024 |