Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VENTURI WEALTH MANAGEMENT LLC | COM | 1051 | $106,972 | 3,609 | 0.00 | 0.00 | 1,329 | 58.29 | 03-31-2024 |
ALLWORTH FINANCIAL LP | COM | 1052 | $115,557 | 3,427 | 0.00 | 0.00 | 350 | 11.37 | 06-30-2023 |
NEWEDGE ADVISORS LLC | Common Stock | 1053 | $97,585 | 3,405 | 0.00 | 0.00 | -1,606 | -32.05 | 12-31-2023 |
UNISUPER MANAGEMENT PTY LTD | COM | 1054 | $93,228 | 3,400 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |