Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | Common Stock | 3051 | $314,360 | 2,856 | 0.00 | 2,856 | +Inf | 12-31-2023 | |
HERON FINANCIAL GROUP LLC | COM | 3052 | $311,034 | 2,853 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
INSIGHT ADVISORS LLC/ PA | COM | 3053 | $310,784 | 2,851 | 0.00 | 0.00 | 118 | 4.32 | 06-30-2023 |
PALISADE CAPITAL MANAGEMENT LP | COM | 3054 | $310,707 | 2,850 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |