Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOWMAN & CO SC | COM | 1651 | $1,341,403 | 7,432 | 0.00 | 0.00 | 170 | 2.34 | 03-31-2024 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | COM | 1652 | $1,092,308 | 7,410 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LIBERTY WEALTH MANAGEMENT LLC | COM | 1653 | $842,827 | 7,399 | 0.00 | 0.00 | -117 | -1.56 | 06-30-2023 |
PASADENA PRIVATE WEALTH LLC | COM | 1654 | $719,247 | 7,370 | 0.00 | 0.00 | 1,970 | 36.48 | 12-31-2023 |