Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRIUMPH CAPITAL MANAGEMENT | COM | 1601 | $838,724 | 12,897 | 0.00 | 0.00 | -6,298 | -32.81 | 03-31-2024 |
SAVANT CAPITAL LLC | COM | 1602 | $791,567 | 12,890 | 0.00 | 0.00 | -921 | -6.67 | 12-31-2023 |
SIGNATUREFD LLC | COM | 1603 | $859,884 | 12,836 | 0.00 | 0.00 | -3,580 | -21.81 | 03-31-2024 |
PRIVATE TRUST CO NA | Com | 1604 | $857,070 | 12,794 | 0.00 | 0.00 | 1,282 | 11.14 | 03-31-2024 |