Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | COM | 451 | $4,311,744 | 33,334 | 0.00 | 0.00 | 2,107 | 6.75 | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | 452 | $4,265,526 | 32,977 | 0.00 | 0.06 | 31,570 | 2243.78 | 03-31-2024 |
CONTRAVISORY INVESTMENT MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -10,977 | -25.08 | 03-31-2024 |
AZZAD ASSET MANAGEMENT INC /ADV | COM | 454 | $4,193,119 | 32,417 | 0.00 | 0.00 | 336 | 1.05 | 03-31-2024 |