Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRINKER CAPITAL INVESTMENTS LLC | COM | 151 | $6,440,493 | 98,193 | 0.00 | 0.17 | -1,818 | -1.82 | 12-31-2022 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | COM | 152 | $11,601,482 | 96,824 | 0.00 | 0.00 | 18,860 | 24.19 | 12-31-2023 |
GREAT LAKES ADVISORS LLC | COM | 153 | $13,470,056 | 95,845 | 0.00 | 0.00 | 83,641 | 685.36 | 03-31-2024 |
FMR LLC | COM | 154 | $11,155,820 | 93,104 | 0.00 | 0.00 | 10,121 | 12.20 | 12-31-2023 |