Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PALISADE ASSET MANAGEMENT LLC | COM | 851 | $6,188,062 | 24,780 | 0.00 | 0.00 | 17 | 0.07 | 03-31-2024 |
CLIO ASSET MANAGEMENT LLC | COM | 852 | $6,190,284 | 24,776 | 0.00 | 0.01 | -8,372 | -25.26 | 06-30-2024 |
DOMANI WEALTH LLC | COM | 853 | $6,231,185 | 24,723 | 0.00 | 1.87 | 0 | 0.00 | 03-31-2023 |
EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | COM | 854 | $6,128,312 | 24,528 | 0.00 | 0.00 | 15,660 | 176.59 | 06-30-2024 |