Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNION BANCAIRE PRIVEE ASSET MANAGEMENT LLC | COM | 751 | $2,578,000 | 18,333 | 1.36 | 18,333 | +Inf | 03-31-2021 | |
STONEGATE INVESTMENT GROUP LLC | COM | 752 | $1,357,271 | 18,297 | 0.00 | 0.00 | 956 | 5.51 | 03-31-2024 |
EVOKE WEALTH LLC | COM | 753 | $1,353,397 | 18,245 | 0.00 | 0.00 | -17,519 | -48.99 | 03-31-2024 |
INTECH INVESTMENT MANAGEMENT LLC | COM | 754 | $997,181 | 18,230 | 0.00 | 18,230 | +Inf | 06-30-2023 |