Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 701 | $3,000 | 44 | 0.00 | 0.00 | 3 | 7.32 | 03-31-2024 |
CAPITAL ADVISORS LTD LLC | COM | 702 | $3,000 | 44 | 0.00 | 0.00 | 8 | 22.22 | 03-31-2024 |
VENTURI WEALTH MANAGEMENT LLC | COM | 703 | $2,605 | 43 | 0.00 | 0.00 | -83 | -65.87 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | REIT | 704 | $2,814 | 42 | 0.00 | 0.00 | 9 | 27.27 | 12-31-2023 |