Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARON WEALTH MANAGEMENT LLC | COM | 351 | $386,873 | 3,310 | 0.00 | 0.00 | 50 | 1.53 | 09-30-2023 |
CRESSET ASSET MANAGEMENT LLC | COM | 352 | $337,187 | 3,267 | 0.00 | 3,267 | +Inf | 06-30-2023 | |
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | COM | 353 | $374,484 | 3,204 | 0.00 | 0.00 | 414 | 14.84 | 09-30-2023 |
QRG CAPITAL MANAGEMENT INC | COM | 354 | $422,396 | 3,199 | 0.00 | 0.00 | -27 | -0.84 | 12-31-2023 |