Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ECHO STREET CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,385 | +Inf | 12-31-2023 | |
EVERCORE WEALTH MANAGEMENT LLC | COM | 902 | $443,981 | 3,364 | 0.00 | 0.00 | 11 | 0.33 | 03-31-2024 |
MONEY CONCEPTS CAPITAL CORP | COM | 903 | $443,949 | 3,364 | 0.00 | 0.00 | 1,070 | 46.64 | 03-31-2024 |
PROBITY ADVISORS INC | COM | 904 | $407,452 | 3,348 | 0.00 | 0.00 | -302 | -8.27 | 12-31-2023 |