Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAYMOND JAMES TRUST NA | COMMON STOCK | 551 | $267,501 | 3,536 | 0.00 | 0.00 | 387 | 12.29 | 03-31-2024 |
COMMERCE BANK | COM | 552 | $267,422 | 3,535 | 0.00 | 3,535 | +Inf | 03-31-2024 | |
CORNERSTONE INVESTMENT PARTNERS LLC | COM | 553 | $221,291 | 3,512 | 0.00 | 3,512 | +Inf | 06-30-2023 | |
QSEMBLE CAPITAL MANAGEMENT LP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,300 | -48.53 | 03-31-2024 |