Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VINVA INVESTMENT MANAGEMENT LTD | COM | 1951 | $1,334,855 | 5,026 | 0.00 | 0.00 | -1,481 | -22.76 | 09-30-2023 |
PREMIER PATH WEALTH PARTNERS LLC | COM | 1952 | $1,414,095 | 5,018 | 0.00 | 0.00 | 45 | 0.90 | 03-31-2024 |
PARSEC FINANCIAL MANAGEMENT INC | COM | 1953 | $1,400,098 | 5,007 | 0.00 | 0.00 | -107 | -2.09 | 03-31-2023 |
WEALTH ALLIANCE | COM | 1954 | $1,484,040 | 5,005 | 0.00 | 0.00 | 134 | 2.75 | 12-31-2023 |