Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGSVIEW WEALTH MANAGEMENT LLC | COM | 251 | $3,328,817 | 27,985 | 0.00 | 0.00 | 132 | 0.47 | 03-31-2024 |
ANCHOR CAPITAL ADVISORS LLC | COM | 252 | $3,325,812 | 27,960 | 0.00 | 0.00 | -1,918 | -6.42 | 03-31-2024 |
PANAGORA ASSET MANAGEMENT INC | COM | 253 | $3,290,038 | 27,659 | 0.00 | 0.00 | -5,203 | -15.83 | 03-31-2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | COM | 254 | $3,267,816 | 27,472 | 0.00 | 0.00 | 4,057 | 17.33 | 03-31-2024 |