Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRESTWOOD ADVISORS GROUP LLC | Stock | 751 | $7,949,187 | 129,931 | 0.00 | 0.00 | 3,968 | 3.15 | 03-31-2024 |
SAVOIR FAIRE CAPITAL MANAGEMENT LP | COM | 752 | $7,636,503 | 129,586 | 0.00 | 0.00 | 16,352 | 14.44 | 12-31-2023 |
BOSTON PRIVATE WEALTH LLC | COM | 753 | $7,665,000 | 129,456 | 0.13 | 0.09 | 96 | 0.07 | 12-31-2021 |
VALEO FINANCIAL ADVISORS LLC | Stock | 754 | $6,113,239 | 128,784 | 0.00 | 0.00 | -3,846 | -2.90 | 03-31-2024 |