Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CSAT INVESTMENT ADVISORY LP | COM | 1651 | $930,000 | 2,518 | 0.78 | 2,518 | +Inf | 03-31-2021 | |
BALASA DINVERNO & FOLTZ LLC | COM | 1652 | $969,000 | 2,509 | 0.06 | 0.08 | -128 | -4.85 | 09-30-2022 |
HILLTOP NATIONAL BANK | COM | 1653 | $1,140,814 | 2,508 | 0.00 | 2,508 | +Inf | 03-31-2024 | |
MCDONALD PARTNERS LLC | COM | 1654 | $1,138,609 | 2,503 | 0.00 | 0.00 | 269 | 12.04 | 03-31-2024 |