Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOGAN CAPITAL MANAGEMENT INC | COM | 351 | $9,126,884 | 36,090 | 0.00 | 0.00 | -460 | -1.26 | 03-31-2024 |
JANNEY MONTGOMERY SCOTT LLC | Common Stock | 352 | $7,034,000 | 35,750 | 0.03 | 0.03 | 2,758 | 8.36 | 09-30-2023 |
CALAMOS WEALTH MANAGEMENT LLC | COM | 353 | $8,996,815 | 35,576 | 0.00 | 0.00 | 1,387 | 4.06 | 03-31-2024 |
DAIWA SECURITIES GROUP INC | COM | 354 | $8,967,000 | 35,457 | 0.05 | 0.05 | 474 | 1.35 | 03-31-2024 |