Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CETERA INVESTMENT ADVISERS | COM | 501 | $11,195,637 | 13,791 | 0.00 | 0.00 | -188 | -1.34 | 12-31-2023 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | COM | 502 | $12,059,000 | 13,782 | 3.11 | 3.12 | -272 | -1.94 | 06-30-2021 |
SPEARHEAD CAPITAL ADVISORS LLC | COM | 503 | $8,388,000 | 13,773 | 1.25 | 1.26 | 3,150 | 29.65 | 06-30-2022 |
EXCHANGE CAPITAL MANAGEMENT INC | COM | 504 | $11,425,081 | 13,704 | 0.00 | 0.00 | -179 | -1.29 | 03-31-2024 |