Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERGREEN CAPITAL MANAGEMENT LLC | COM | 201 | $59,853 | 40,716 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EP WEALTH ADVISORS LLC | COM | 202 | $59,609 | 40,550 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | Common Stock | 203 | $59,000 | 40,433 | 0.00 | 0.00 | -784,421 | -95.10 | 03-31-2022 |
SIMPLICITY WEALTHLLC | COM | 204 | $58,800 | 40,000 | 0.00 | 40,000 | +Inf | 03-31-2024 |