Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GARDE CAPITAL INC | Equities | 1151 | $166,000 | 2,219 | 0.01 | 2,219 | +Inf | 12-31-2023 | |
TIAA FSB | Common / Ordinary Stock | 1152 | $322,627 | 2,216 | 0.00 | 0.00 | -138 | -5.86 | 06-30-2023 |
KEELEY-TETON ADVISORS LLC | COM | 1153 | $331,645 | 2,194 | 0.00 | 0.05 | 0 | 0.00 | 03-31-2023 |
NEO IVY CAPITAL MANAGEMENT | Stock | 1154 | $289,000 | 2,180 | 0.32 | 2,180 | +Inf | 03-31-2021 |