Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLUMN CAPITAL ADVISORS LLC | Stock | 401 | $73,804 | 996 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 402 | $74,395 | 918 | 0.00 | 918 | +Inf | 03-31-2024 | |
NORTHWEST INVESTMENT COUNSELORS LLC | COM | Liquidated | $63,564 | 783 | 0.00 | 0.00 | 783 | +Inf | 03-31-2024 |
ASSET MANAGEMENT ONE CO LTD | COM | 404 | $56,745 | 699 | 0.00 | 0.00 | -19 | -2.65 | 03-31-2024 |