Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OSSIAM | COM | 851 | $2,746,426 | 10,367 | 0.00 | 0.02 | 5,061 | 95.38 | 09-30-2023 |
GRIFFIN ASSET MANAGEMENT INC | COM | 852 | $3,106,342 | 10,360 | 0.00 | 0.00 | 85 | 0.83 | 06-30-2024 |
DAYMARK WEALTH PARTNERS LLC | COM | 853 | $3,103,344 | 10,350 | 0.00 | 0.00 | 692 | 7.17 | 06-30-2024 |
CAPROCK GROUP LLC | COM | 854 | $3,116,594 | 10,346 | 0.00 | 0.00 | 1,363 | 15.17 | 06-30-2024 |