Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLAIR WILLIAM & CO/IL | SHS CL C | Liquidated | $0 | 0 | 0.00 | 0.00 | 5,191 | 35.91 | 12-31-2023 |
PERIGON WEALTH MANAGEMENT LLC | SHS CL C | Liquidated | $0 | 0 | 0.00 | 0.00 | -166 | -0.85 | 12-31-2023 |
CETERA ADVISORS LLC | SHS CL C | Liquidated | $0 | 0 | 0.00 | 18,578 | +Inf | 12-31-2023 | |
TD ASSET MANAGEMENT INC | SHS CL C | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,600 | -8.05 | 12-31-2023 |