Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FISHER ASSET MANAGEMENT LLC | COM | 51 | $6,785,218 | 232,132 | 0.00 | 0.00 | 542 | 0.23 | 03-31-2024 |
SUMMIT CREEK ADVISORS LLC | COM | 52 | $9,272,160 | 205,865 | 0.00 | 0.00 | 765 | 0.37 | 09-30-2023 |
ENVESTNET ASSET MANAGEMENT INC | COM | 53 | $5,790,317 | 198,095 | 0.00 | 0.00 | 1,737 | 0.88 | 03-31-2024 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | Common Stock | 54 | $24,689,000 | 190,664 | 0.01 | 0.02 | 380 | 0.20 | 03-31-2022 |