Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CALAMOS WEALTH MANAGEMENT LLC | SHS | 1451 | $1,143,434 | 13,880 | 0.00 | 0.00 | -127 | -0.91 | 12-31-2023 |
MARTIN INVESTMENT MANAGEMENT LLC | SHS | 1452 | $1,139,974 | 13,838 | 0.00 | 0.00 | 998 | 7.77 | 12-31-2023 |
FIRST FOUNDATION ADVISORS | SHS | 1453 | $1,080,114 | 13,784 | 0.00 | 0.00 | -2,260 | -14.09 | 09-30-2023 |
IHT WEALTH MANAGEMENT LLC | SHS | 1454 | $1,134,876 | 13,776 | 0.00 | 0.00 | -2,184 | -13.68 | 12-31-2023 |