Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIBC PRIVATE WEALTH GROUP LLC | COM | 351 | $4,794,196 | 83,175 | 0.00 | 0.00 | -657 | -0.78 | 12-31-2023 |
BAIRD FINANCIAL GROUP INC | COMMON | 352 | $4,361,944 | 81,976 | 0.00 | 0.00 | 11,669 | 16.60 | 09-30-2023 |
TOWER RESEARCH CAPITAL LLC (TRC) | SHS | 353 | $4,684,633 | 81,274 | 0.00 | 0.00 | 46,542 | 134.00 | 12-31-2023 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | SHS | 354 | $5,278,000 | 80,804 | 0.02 | 0.02 | 964 | 1.21 | 03-31-2024 |