Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
APRIO WEALTH MANAGEMENT LLC | COM | 1601 | $677,244 | 1,892 | 0.00 | 0.00 | 944 | 99.58 | 03-31-2024 |
BOSTON PARTNERS | COM | 1602 | $565,980 | 1,890 | 0.00 | 0.00 | -1,794 | -48.70 | 12-31-2023 |
LEDYARD NATIONAL BANK | Com | 1603 | $563,284 | 1,881 | 0.00 | 1,881 | +Inf | 12-31-2023 | |
ANNEX ADVISORY SERVICES LLC | COM | 1604 | $672,080 | 1,878 | 0.00 | 0.00 | 283 | 17.74 | 03-31-2024 |