Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PENDAL GROUP LTD | COM | 2301 | $1,509,415 | 8,355 | 0.00 | 0.02 | -4,580 | -35.41 | 12-31-2022 |
SHANKERVALLEAU WEALTH ADVISORS INC | COM | 2302 | $1,457,658 | 8,329 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GRAVES LIGHT LENHART WEALTH INC | Stock | 2303 | $1,414,188 | 8,327 | 0.00 | 0.00 | -38 | -0.45 | 12-31-2023 |
ZUCKERMAN INVESTMENT GROUP LLC | COM | 2304 | $1,407,634 | 8,288 | 0.00 | 0.00 | 6,457 | 352.65 | 12-31-2023 |