Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEPHENS INC /AR/ | COM | 551 | $430,908 | 10,830 | 0.00 | 0.00 | -301 | -2.70 | 03-31-2024 |
MILL CAPITAL MANAGEMENT LLC | COM | 552 | $429,335 | 10,790 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 553 | $428,140 | 10,760 | 0.00 | 0.00 | -5,679 | -34.55 | 03-31-2024 |
KING LUTHER CAPITAL MANAGEMENT CORP | COM | 554 | $599,269 | 10,755 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |