Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIDUCIARY GROUP LLC | COM | 951 | $4,991,259 | 19,977 | 0.00 | 0.00 | 325 | 1.65 | 06-30-2024 |
CLEARSTEAD ADVISORS LLC | COM | 952 | $5,020,079 | 19,952 | 0.00 | 0.00 | 366 | 1.87 | 03-31-2024 |
MAGNOLIA CAPITAL ADVISORS LLC | COM | 953 | $1,157,616 | 19,874 | 0.00 | 19,874 | +Inf | 06-30-2024 | |
QS INVESTORS LLC | COM | 954 | $5,297,000 | 19,738 | 0.06 | 0.05 | 234 | 1.20 | 06-30-2021 |