Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FISHER ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 16,228 | +Inf | 03-31-2024 | |
FIRST TRUST ADVISORS LP | COM | 252 | $196,392 | 16,164 | 0.00 | 0.00 | -19,393 | -54.54 | 03-31-2024 |
WETHERBY ASSET MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,020 | 6.75 | 03-31-2024 |
LOVELESS WEALTH MANAGEMENT LLC | COM | 254 | $209,000 | 15,970 | 0.14 | 0.20 | -2,243 | -12.32 | 06-30-2022 |