Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROBERTSON STEPHENS WEALTH MANAGEMENT LLC | SHS CLASS A | 2101 | $690,412 | 1,967 | 0.00 | 0.00 | 70 | 3.69 | 12-31-2023 |
TOCQUEVILLE ASSET MANAGEMENT LP | SHS CLASS A | 2102 | $689,889 | 1,966 | 0.00 | 0.00 | 826 | 72.46 | 12-31-2023 |
HILLTOP HOLDINGS INC | SHS CLASS A | 2103 | $601,628 | 1,959 | 0.00 | 0.03 | 1,058 | 117.43 | 09-30-2023 |
PRINCIPAL STREET PARTNERS LLC | Common stock | 2104 | $685,892 | 1,955 | 0.00 | 0.00 | -2,025 | -50.88 | 12-31-2023 |