Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PUTNAM INVESTMENTS LLC | COMMON STOCK | 401 | $360,715 | 17,047 | 0.00 | 17,047 | +Inf | 12-31-2023 | |
SMITH GROUP ASSET MANAGEMENT LLC | COM | 402 | $427,598 | 16,580 | 0.00 | 16,580 | +Inf | 03-31-2024 | |
CONVERGENCE INVESTMENT PARTNERS LLC | COM | 403 | $425,000 | 16,496 | 0.16 | 0.12 | 5,588 | 51.23 | 03-31-2024 |
CETERA ADVISOR NETWORKS LLC | COM | 404 | $346,753 | 16,387 | 0.00 | 16,387 | +Inf | 12-31-2023 |