Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST TRUST DIRECT INDEXING LP | COM | 1301 | $1,977,871 | 19,966 | 0.00 | 0.00 | -1,462 | -6.82 | 06-30-2023 |
DANA INVESTMENT ADVISORS INC | COM | 1302 | $1,915,696 | 19,953 | 0.00 | 0.00 | -383 | -1.88 | 12-31-2023 |
KESLER NORMAN & WRIDE LLC | COM | 1303 | $1,820,459 | 19,921 | 0.00 | 0.00 | -1,429 | -6.69 | 03-31-2024 |
CALAMOS WEALTH MANAGEMENT LLC | COM | 1304 | $1,910,765 | 19,902 | 0.00 | 0.00 | -1,065 | -5.08 | 12-31-2023 |