Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM | 51 | $28,446,427 | 380,911 | 0.00 | 0.00 | -31,395 | -7.61 | 03-31-2024 |
EAGLE ASSET MANAGEMENT INC | Common Stock | 52 | $27,474,291 | 371,475 | 0.00 | 371,475 | +Inf | 03-31-2024 | |
EATON VANCE MANAGEMENT | COMMON STOCK | 53 | $18,101,000 | 369,334 | 0.03 | 369,334 | +Inf | 09-30-2022 | |
BANK OF AMERICA CORP /DE/ | COM | 54 | $26,129,022 | 349,880 | 0.00 | 0.00 | 118,276 | 51.07 | 03-31-2024 |