Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PHOENIX HOLDINGS LTD | SHS | 551 | $307,972 | 3,413 | 0.00 | 3,413 | +Inf | 03-31-2024 | |
FINANCIAL ARCHITECTS INC | SHS | 552 | $270,000 | 3,400 | 0.05 | 0.36 | 0 | 0.00 | 09-30-2022 |
QSV EQUITY INVESTORS LLC | SHS | 553 | $300,300 | 3,323 | 0.00 | 3,323 | +Inf | 03-31-2024 | |
BLAIR WILLIAM & CO/IL | SHS | 554 | $299,848 | 3,318 | 0.00 | 0.00 | 59 | 1.81 | 03-31-2024 |