Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOROSO INVESTMENTS LLC | COM | 551 | $2,689,738 | 50,942 | 0.00 | 0.08 | 2,528 | 5.22 | 09-30-2023 |
CYNDEO WEALTH PARTNERS LLC | COM | 552 | $2,944,841 | 50,940 | 0.00 | 0.00 | -26,397 | -34.13 | 12-31-2023 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | COM | 553 | $3,479,840 | 50,808 | 0.00 | 0.00 | 11,138 | 28.08 | 03-31-2024 |
CAPTRUST FINANCIAL ADVISORS | Stock | 554 | $3,457,922 | 50,488 | 0.00 | 0.00 | -3,277 | -6.10 | 03-31-2024 |