Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAVANT CAPITAL LLC | COM | 1051 | $579,501 | 3,813 | 0.00 | 0.00 | -362 | -8.67 | 12-31-2023 |
SUNBELT SECURITIES INC | Stock | 1052 | $627,265 | 3,812 | 0.00 | 0.00 | 75 | 2.01 | 03-31-2024 |
CHECCHI CAPITAL ADVISERS LLC | COM | 1053 | $625,133 | 3,799 | 0.00 | 0.00 | 76 | 2.04 | 03-31-2024 |
BROWN BROTHERS HARRIMAN & CO | Common Stock | 1054 | $573,725 | 3,775 | 0.00 | 0.00 | 4 | 0.11 | 12-31-2023 |