Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TELOS CAPITAL MANAGEMENT INC | CL A | 651 | $5,174,166 | 29,740 | 0.00 | 29,740 | +Inf | 09-30-2023 | |
HARTFORD INVESTMENT MANAGEMENT CO | COM | 652 | $5,015,384 | 29,640 | 0.00 | 0.00 | -1,290 | -4.17 | 03-31-2024 |
GREENWOOD CAPITAL ASSOCIATES LLC | CL A | 653 | $5,014,205 | 29,633 | 0.00 | 0.00 | 8,219 | 38.38 | 03-31-2024 |
EVERGREEN PRIVATE WEALTH LLC | CL A | 654 | $5,848,453 | 29,632 | 0.00 | 29,632 | +Inf | 12-31-2023 |