Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PANAGORA ASSET MANAGEMENT INC | COM | 551 | $7,882,873 | 48,296 | 0.00 | 0.00 | -353 | -0.73 | 03-31-2024 |
DAVENPORT & CO LLC | COM | 552 | $7,859,162 | 48,151 | 0.00 | 0.00 | -3,386 | -6.57 | 03-31-2024 |
UNITED ASSET STRATEGIES INC | COM | 553 | $7,822,637 | 47,927 | 0.00 | 0.00 | 627 | 1.33 | 03-31-2024 |
WEALTHFRONT ADVISERS LLC | COM | 554 | $7,820,524 | 47,914 | 0.00 | 0.00 | 1,824 | 3.96 | 03-31-2024 |