Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONGRESS WEALTH MANAGEMENT LLC / DE / | COM | 401 | $17,235,762 | 48,161 | 0.00 | 0.00 | -138 | -0.29 | 03-31-2024 |
YHB INVESTMENT ADVISORS INC | Stock | 402 | $17,109,069 | 47,808 | 0.00 | 0.00 | -3,667 | -7.12 | 03-31-2024 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | COM | 403 | $13,631,763 | 47,752 | 0.00 | 0.12 | 227 | 0.48 | 03-31-2023 |
NORTHCREST ASSET MANANGEMENT LLC | COM | 404 | $16,997,005 | 47,495 | 0.00 | 0.00 | 671 | 1.43 | 03-31-2024 |