Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AXXCESS WEALTH MANAGEMENT LLC | COM | 601 | $3,713,325 | 13,838 | 0.00 | 0.00 | 204 | 1.50 | 03-31-2024 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | COM | 602 | $3,700,564 | 13,791 | 0.00 | 0.00 | -1,336 | -8.83 | 03-31-2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS LLC | COM | 603 | $3,697,855 | 13,781 | 0.00 | 0.00 | -4,204 | -23.38 | 03-31-2024 |
LOWE BROCKENBROUGH & CO INC | COM | 604 | $3,713,011 | 13,766 | 0.00 | 0.00 | 1,367 | 11.03 | 03-31-2024 |