Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERGREEN CAPITAL MANAGEMENT LLC | COM | 301 | $307,613 | 2,447 | 0.00 | 0.00 | 238 | 10.77 | 12-31-2023 |
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.04 | 1,323 | 121.38 | 12-31-2023 |
STATE OF WISCONSIN INVESTMENT BOARD | COM | 303 | $301,830 | 2,401 | 0.00 | 0.00 | -378 | -13.60 | 12-31-2023 |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 304 | $298,156 | 2,372 | 0.00 | 0.00 | 215 | 9.97 | 12-31-2023 |