Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVER GLOBAL INVESTORS LLP | COM | 1251 | $1,663,287 | 6,378 | 0.00 | 0.29 | -683 | -9.67 | 12-31-2023 |
BNC WEALTH MANAGEMENT LLC | COM | 1252 | $1,229,978 | 6,373 | 0.00 | 0.00 | -111 | -1.71 | 03-31-2024 |
LYELL WEALTH MANAGEMENT LP | Stock | 1253 | $1,652,584 | 6,340 | 0.00 | 0.00 | -794 | -11.13 | 12-31-2023 |
BANK OF THE WEST | COM | 1254 | $766,000 | 6,334 | 0.10 | 0.09 | 1,278 | 25.28 | 09-30-2022 |