Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHILTON CAPITAL MANAGEMENT LLC | COM | 551 | $1,538,366 | 39,025 | 0.00 | 0.07 | 4,204 | 12.07 | 03-31-2024 |
IEQ CAPITAL LLC | COM | 552 | $1,392,910 | 38,531 | 0.00 | 0.00 | 13,741 | 55.43 | 12-31-2023 |
CAPTRUST FINANCIAL ADVISORS | Stock | 553 | $1,516,848 | 38,479 | 0.00 | 0.00 | -122,417 | -76.08 | 03-31-2024 |
KULA INVESTMENTS LLC | COM | 554 | $1,198,049 | 37,865 | 0.00 | 37,865 | +Inf | 03-31-2023 |