Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DLK INVESTMENT MANAGEMENT LLC | COM | 1401 | $3,147,582 | 63,065 | 0.00 | 0.00 | 1,393 | 2.26 | 03-31-2024 |
FREEDOM INVESTMENT MANAGEMENT INC | COM | 1402 | $3,370,725 | 62,700 | 0.00 | 0.00 | -3,379 | -5.11 | 09-30-2023 |
BROWN MILLER WEALTH MANAGEMENT LLC | COM | 1403 | $3,127,000 | 62,653 | 1.38 | 1.59 | -369 | -0.59 | 03-31-2024 |
VAUGHAN NELSON INVESTMENT MANAGEMENT LP | COMMON | 1404 | $3,360,000 | 62,495 | 0.04 | 0.04 | 0 | 0.00 | 09-30-2023 |