Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEALTH ADVISORS | COM | 1051 | $389,000 | 3,798 | 0.02 | 3,798 | +Inf | 06-30-2021 | |
FISHER ASSET MANAGEMENT LLC | COM | 1052 | $445,253 | 3,792 | 0.00 | 0.00 | 1,579 | 71.35 | 03-31-2024 |
ECHO STREET CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,787 | +Inf | 12-31-2023 | |
ALLWORTH FINANCIAL LP | COM | 1054 | $331,511 | 3,758 | 0.00 | 0.00 | 151 | 4.19 | 06-30-2023 |