Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | 2401 | $461,000 | 1,559 | 0.05 | 0.06 | -323 | -17.16 | 12-31-2023 |
JAG CAPITAL MANAGEMENT LLC | COM | 2402 | $322,000 | 1,558 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2021 |
LANDSBERG BENNETT & DUBBANEH LLC | COM | 2403 | $302,000 | 1,556 | 0.04 | 0.04 | 11 | 0.71 | 09-30-2021 |
QUENT CAPITAL LLC | Stock | 2404 | $569,500 | 1,554 | 0.00 | 0.00 | 151 | 10.76 | 03-31-2024 |