Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTH STAR INVESTMENT MANAGEMENT CORP | COM | 301 | $586,259 | 11,020 | 0.00 | 11,020 | +Inf | 03-31-2024 | |
TOWNSQUARE CAPITAL LLC | COM | 302 | $585,548 | 11,007 | 0.00 | 0.00 | 526 | 5.02 | 03-31-2024 |
STEPHENS INC /AR/ | COM | 303 | $583,391 | 10,966 | 0.00 | 0.00 | 412 | 3.90 | 03-31-2024 |
LINDENWOLD ADVISORS INC | COM | 304 | $568,814 | 10,692 | 0.00 | 0.00 | 426 | 4.15 | 03-31-2024 |